Plan Ledger DOL Form 5500 · updated monthly

J&M Family Managementbenefits

J&M Family Management Wrap Plan · GRAPEVINE, TX · plan year 2025

Broker compensation reported · 2025
$47,304

J&M Family Management's benefits plans covered 125 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $47,304 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $378 per covered person, above the median for employer plans that report broker pay. Broker pay fell 22% from $60,896 in 2024.

Insurance contracts · 20253
THE STANDARD INSURANCE COMPANYpremiums n/a · 9 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 652 covered
AMERICA UNITED LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 125 covered
Brokers & agents paid · 20251
HIGGINBOTHAM INSURANCE AGENCY$47,304 · incl $36,079 fees
Also brokered by Higginbotham Insurance Agency5
Youth Villages TN$422,617
Aoc Opco, LLC TX$233,635

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 263169829 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.