Plan Ledger DOL Form 5500 · updated monthly

Crestline Investors, Inc.benefits

Crestline Investors, Inc. Wrap Plan · FORT WORTH, TX · plan year 2025

Broker compensation reported · 2025
$22,745

Crestline Investors, Inc.'s benefits plans covered 212 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $22,745 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $107 per covered person, below the median for employer plans that report broker pay. Broker pay rose 25% from $18,260 in 2024.

Insurance contracts · 20254
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 244 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 244 covered
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK · stdpremiums n/a · 45 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 244 covered
Brokers & agents paid · 20251
Also brokered by Higginbotham Insurance Agency5
Youth Villages TN$422,617
Aoc Opco, LLC TX$233,635

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 752741654 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.