Plan Ledger DOL Form 5500 · updated monthly

Iron Oak Management LLCbenefits

Iron Oak Management LLC Health and Welfare Plan · FORT WORTH, TX · plan year 2025

Broker compensation reported · 2025
$393,519

Iron Oak Management LLC's benefits plan covered 722 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $393,519 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $545 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20252
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 722 covered
BLUECROSS BLUESHIELD OF TEXAS · health drugpremiums n/a · 1,519 covered
Brokers & agents paid · 20252
LOCKTON COMPANIES, LLC$306,399 · incl $8,198 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 331642874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.