Plan Ledger DOL Form 5500 · updated monthly

Clermont Management LLCbenefits

Clermont Management LLC Wrap Plan · PLANO, TX · plan year 2025

Broker compensation reported · 2025
$25,956

Clermont Management LLC's benefits plans covered 170 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $25,956 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $153 per covered person, below the median for employer plans that report broker pay. Broker pay rose 37% from $18,957 in 2024.

Insurance contracts · 20255
HEALTH CARE SERVICE CORPORATION · health dentalpremiums n/a · 24 covered
EDUCATORS HEALTH PLANS LIFE, ACCIDENT AND HEALTH, INC · dentalpremiums n/a · 58 covered
VISION SERVICE PLAN · visionpremiums n/a · 60 covered
AMERICAN UNITED LIFE INSURANCE COMPANY · life stdpremiums n/a · 170 covered
Brokers & agents paid · 20252
HIGGINBOTHAM INSURANCE AGENCY, INC$25,953 · incl $272 fees
Individual agent · names withheld$3

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.

Also brokered by Higginbotham Insurance Agency, Inc5
Barcel USA, LLC TX$209,461
Lee & Associates CA$201,258

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 010726541 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.