Plan Ledger DOL Form 5500 · updated monthly

C.L. Thomas, Inc.benefits

C.L. Thomas, Inc. & Affiliates Employee Benefit Plan · VICTORIA, TX · plan year 2024

Broker compensation reported · 2024
$88,896

C.L. Thomas, Inc.'s benefits plans covered 212 active participants in 2024, providing health · life · dental · vision · long-term disability. Insurance premiums totaled $1,341,946. Insurance brokers and agents were paid $88,896 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.6% of premiums. That is $419 per covered person, above the median for employer plans that report broker pay. Broker pay rose 13% from $78,840 in 2023.

Insurance contracts · 20243
BLUECROSS BLUESHIELD OF TEXAS · health drug stop-loss ppo$1.3M · 212 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 288 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life ltdpremiums n/a · 150 covered
Brokers & agents paid · 20244
USI SOUTHWEST, INC. SOUTHWEST$11,192 · incl $3,160 fees
USI SOUTHWEST, INC.$70,710 · incl $13,584 fees
TRUVERIS, INC$5,000
USI INSURANCE SERVICES, LLC$1,994 · incl $1,994 fees
Also brokered by Usi5
The Faison Center VA$1,640,677

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 742137687 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.