Plan Ledger DOL Form 5500 · updated monthly

Henry Investment Group, LLCbenefits

Henry Investment Group Employee Welfare Benefits Plan · FLOWER MOUND, TX · plan year 2025

Broker compensation reported · 2025
$68,601

Henry Investment Group, LLC's benefits plans covered 269 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $68,601 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $255 per covered person, above the median for employer plans that report broker pay. Broker pay rose 70% from $40,377 in 2024.

Insurance contracts · 20251
GUARDIAN · dental vision life std ltdpremiums n/a · 279 covered
Brokers & agents paid · 20251
HOTCHKISS INSURANCE AGENCY LLC$68,601 · incl $25,584 fees
Also brokered by Hotchkiss Insurance Agency LLC5
Simflo TX$74,825
Peoples Bank TX$26,790
Auto, Lllp TX$14,484

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 453341907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.