Plan Ledger DOL Form 5500 · updated monthly

Belmont Village L.P.benefits

Belmont Village, LP Healthcare Benefits Plan · HOUSTON, TX · plan year 2025

Previously filed as Belmont Village, L.P. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$95,500

Belmont Village L.P.'s benefits plans covered 1,605 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $95,500 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $60 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 37% from $69,633 in 2024.

Insurance contracts · 20257
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 2,201 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 1,605 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 3,868 covered
TELUS HEALTH (US), LTD.premiums n/a · 3,140 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 426 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 3 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 2,703 covered
Brokers & agents paid · 20251
MERCER HEALTH AND BENEFITS, LLC$95,500 · incl $33,391 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 742868232 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.