Plan Ledger DOL Form 5500 · updated monthly

Heard and Smith LLPbenefits

Heard & Smith Health & Welfare Benefits Plan · SAN ANTONIO, TX · plan year 2024

Broker compensation reported · 2024
$27,711

Heard and Smith LLP's benefits plans covered 114 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $27,711 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $243 per covered person, above the median for employer plans that report broker pay. Broker pay fell 11% from $30,969 in 2023.

Insurance contracts · 20244
THE GUARDIAN LIFE INSURANCE COMPANYpremiums n/a · 46 covered
BLUECROSS BLUESHIELD OF TEXAS · dentalpremiums n/a · 114 covered
DEARBORN LIFE INSURANCE COMPANY · vision life std ltdpremiums n/a · 103 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 14 covered
Brokers & agents paid · 20245
BUSINESS PLANNING CONCEPTS INC.$8,053
BUSINESS PLANNING CONCEPTS$17,806 · incl $1,069 fees
BUSINESS PLANNING CONCEPTS, INC.$1,157
ACCURISK SOLUTIONS LLC$77
2 individual agents · names withheld$618

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.

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 742712971 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.