Plan Ledger DOL Form 5500 · updated monthly

Berryman Smith, LLCbenefits

Berryman Smith, LLC Health and Welfare Plan · HOUSTON, TX · plan year 2023

Broker compensation reported · 2023
$99,576

Berryman Smith, LLC's benefits plan covered 121 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $99,576 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $823 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20234
BLUECROSS BLUESHIELD OF TEXAS · health drug dentalpremiums n/a · 222 covered
DEARBORN LIFE INSURANCE COMPANY · vision life std ltdpremiums n/a · 121 covered
METLIFE LEGAL PLANSpremiums n/a · 34 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 180 covered
Brokers & agents paid · 20234
USI INSURANCE SERVICES SOUTHWEST$62,407 · incl $3,789 fees
ACCRETIVE ENROLLMENT SERVICES, LLC$30,448 · incl $783 fees
USI INSURANCE SERVICES LLC$6,143 · incl $750 fees
Individual agent · names withheld$578

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Usi5
Bronco Wine Company CA$1,411,592

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 814757687 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.