Plan Ledger DOL Form 5500 · updated monthly

Jefferson Bankbenefits

Jefferson Bank Comprehensive Welfare Benefit Plan · SAN ANTONIO, TX · plan year 2024

Broker compensation reported · 2024
$105,781

Jefferson Bank's benefits plans covered 328 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $105,781 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $323 per covered person, above the median for employer plans that report broker pay. Broker pay rose 28% from $82,658 in 2023.

Insurance contracts · 20248
BLUECROSS BLUESHIELD OF TEXAS · healthpremiums n/a · 711 covered
DEER OAKS EAP SERVICES, LLCpremiums n/a · 378 covered
MEDICAL AIR SERVICES ASSOCIATION, INC.premiums n/a · 77 covered
GUARDIAN · dental vision life std ltdpremiums n/a · 376 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 360 covered
Brokers & agents paid · 20242
CATTO & CATTO BENEFITS GROUP LLC$3,975 · incl $3,960 fees
Also brokered by HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 741034487 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.