Plan Ledger DOL Form 5500 · updated monthly

Carriage Funeral Holdings, Inc.benefits

Carriage Services, Inc. Employee Health and Welfare Plan · HOUSTON, TX · plan year 2025

Broker compensation reported · 2025
$31,729

Carriage Funeral Holdings, Inc.'s benefits plans covered 3,000 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $31,729 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $11 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 22% from $40,499 in 2024.

Insurance contracts · 20255
CHARLES NECHTEM ASSOCIATES, INC.premiums n/a · 3,000 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 939 covered
DELTA DENTAL INSURANCE COMPANY · dentalpremiums n/a · 1,386 covered
ALPHA DENTAL PROGRAMS, INC. · dentalpremiums n/a · 181 covered
Brokers & agents paid · 20252
LOCKTON COMPANIES, LLC$25,991 · incl $19,808 fees
GALLAGHER BENEFIT SERVICES, INC.$5,738 · incl $1,807 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 760423828 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.