Plan Ledger DOL Form 5500 · updated monthly

Fee, Smith, & Sharp, LLPbenefits

Fee, Smith, and Sharp LLP Wrap Plan · DALLAS, TX · plan year 2025

Previously filed as Fee, Smith, & Sharp LLP. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$45,079

Fee, Smith, & Sharp, LLP's benefits plans covered 138 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $61,450. Insurance brokers and agents were paid $45,079 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 73.4% of premiums. That is $327 per covered person, above the median for employer plans that report broker pay. Broker pay fell 56% from $102,919 in 2024.

Insurance contracts · 20255
STANDARD INSURANCE COMPANY · vision life std ltd$61K · 138 covered
HEALTH CARE SERVICE CORPORATION · health drugpremiums n/a · 201 covered
AMERITAS LIFE INSURANCE CORP. · dentalpremiums n/a · 226 covered
FRESHBENIESpremiums n/a · 132 covered
MEDICAL AIR SERVICES ASSOCIATION, INC.premiums n/a · 41 covered
Brokers & agents paid · 20252
IMA INC$44,486 · incl $4,183 fees
Also brokered by Ima5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 680502076 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.