Plan Ledger DOL Form 5500 · updated monthly

Cathexis Investment Management, LPbenefits

Cathexis Investment Management Health and Welfare Benefits Plan · HOUSTON, TX · plan year 2025

Broker compensation reported · 2025
$43,071

Cathexis Investment Management, LP's benefits plans covered 63 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $43,071 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $684 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 29% from $61,023 in 2024.

Insurance contracts · 20252
BLUECROSS BLUESHIELD OF TEXAS · health drug dentalpremiums n/a · 99 covered
METROPOLITAN LIFE INSURANCE COMPANY · vision life std ltdpremiums n/a · 148 covered
Brokers & agents paid · 20252
COBBS, ALLEN AND HALL, INC.$41,505 · incl $3,066 fees
Also brokered by Cobbs, Allen and Hall, Inc.5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 472563665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.