Plan Ledger DOL Form 5500 · updated monthly

Dovetail Partners, LLCbenefits

Dovetail Partners Health and Welfare Plan · AUSTIN, TX · plan year 2024

Broker compensation reported · 2024
$61,143

Dovetail Partners, LLC's benefits plan covered 107 active participants in 2024, providing health · life · dental · vision · short-term disability · death benefits. Insurance brokers and agents were paid $61,143 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $571 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20243
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental vision life ppopremiums n/a · 209 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 45 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 107 covered
Brokers & agents paid · 20248
USI SOUTHWEST, INC.$33,986 · incl $515 fees
MICHAEL LEROY COY$2,829
CHRISTOPHER JOSEPH MELLODY$1,429
ANGELA K. KARR AND OTHER AGENTS$1,228
USI INSURANCE SERVICES, LLC$1,161 · incl $1,161 fees
TONYA LYNNE WYNES$1,025
2 individual agents · names withheld$1,018

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 Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 933290308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.