Plan Ledger DOL Form 5500 · updated monthly

Goosehead Insurance Agencybenefits

Goosehead Insurance Agency, LLC Health and Welfare Benefit Plan · WESTLAKE, TX · plan year 2024

Broker compensation reported · 2024
$708,669

Goosehead Insurance Agency's benefits plans covered 1,676 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $5,669,394. Insurance brokers and agents were paid $708,669 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 12.5% of premiums. That is $423 per covered person, above the median for employer plans that report broker pay. Broker pay rose 72% from $412,584 in 2023.

Insurance contracts · 20248
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug dental vision$5.7M · 1,718 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 1,676 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 395 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 159 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 139 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 212 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 1,888 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 352 covered
Brokers & agents paid · 20247
ACCRETIVE ENR SVCS LLC$9,089
USI INSURANCE SERVICES LLC$499,690 · incl $96,696 fees
USI SOUTHWEST INC$43,090 · incl $14,266 fees
ASSURED PARTNERS OF HOUSTON LLC$1,011
ASSUREDPARTNERS OF HOUSTON$1,750
Also brokered by Aon5
Walgreen Co. IL$25,664,274
Macy's, Inc. OH$5,287,224
Trinet HR III, Inc. CA$4,596,776

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 262637311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.