Plan Ledger DOL Form 5500 · updated monthly

Brierley and Partners, Inc.benefits

Brierley & Partners, Inc. Welfare Benefit Plan · PLANO, TX · plan year 2025

Broker compensation reported · 2025
$15,165

Brierley and Partners, Inc.'s benefits plans covered 91 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $15,165 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $167 per covered person, below the median for employer plans that report broker pay. Broker pay fell 75% from $61,217 in 2024.

Insurance contracts · 20253
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 91 covered
UNITEDHEALTHCARE INSURANCE COMPANY · life std ltdpremiums n/a · 116 covered
Brokers & agents paid · 20252
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 752008083 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.