Plan Ledger DOL Form 5500 · updated monthly

Lupe Holdings, LPbenefits

Lupe Holdings, LP Welfare Benefit Plan · HOUSTON, TX · plan year 2025

Broker compensation reported · 2025
$26,932

Lupe Holdings, LP's benefits plans covered 234 active participants in 2025, providing life · dental · vision · death benefits. Insurance brokers and agents were paid $26,932 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $115 per covered person, below the median for employer plans that report broker pay. Broker pay fell 58% from $64,510 in 2024.

Insurance contracts · 20252
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 131 covered
AMERITAS LIFE INSURANCE CORPORATION · dental visionpremiums n/a · 514 covered
Brokers & agents paid · 20255
BROWN & BROWN INSURANCE SVCS., INC.$19,291 · incl $4,282 fees
HOME OFFICE TPA PAYS COMMISSION$1,696
GIS BENEFITS, INC.$944 · incl $186 fees
TOTAL BENEFIT SOLUTIONS$4,578 · incl $758 fees
Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 371776187 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.