Plan Ledger DOL Form 5500 · updated monthly

Caldwell Zoo, Inc.benefits

Caldwell Zoo, Inc. Employee Flexible Benefits Plan · TYLER, TX · plan year 2025

Broker compensation reported · 2025
$61,500

Caldwell Zoo, Inc.'s benefits plan covered 85 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $61,500 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $724 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20257
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 104 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 104 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 104 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 28 covered
DEARBORN LIFE INSURANCE COMPANY · visionpremiums n/a · 71 covered
BLUECROSS BLUESHIELD OF TEXAS · health dentalpremiums n/a · 143 covered
Brokers & agents paid · 202510
BOSWORTH & ASSOCIATES, INC.$36,935
EVERGREEN BENEFITS GROUP, LLC$4,785
BOSWORTH AND ASSOCIATES INC$4,354
BROOKS AGENCY INC$3,922 · incl $2,763 fees
KELSEY LEIGH BOSHART$3,426 · incl $1,307 fees
MEREDITH PAIGE JONES$2,680 · incl $612 fees
BENEFITS COUNTS LLC$2,268 · incl $1,209 fees
3B VENTURE GROUP OF TEXAS INC$1,642 · incl $825 fees
BOSWORTH & ASSCOCIATES$862
Individual agent · names withheld$626

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.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 756004080 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.