Plan Ledger DOL Form 5500 · updated monthly

Martin, Disiere, Jefferson, & Wisdom, LLPbenefits

Martin Disiere Jefferson & Wisdom, LLP Health & Welfare Plan · HOUSTON, TX · plan year 2024

Broker compensation reported · 2024
$117,766

Martin, Disiere, Jefferson, & Wisdom, LLP's benefits plans covered 127 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $117,766 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $927 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 12% from $105,048 in 2023.

Insurance contracts · 20245
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental vision hmo ppopremiums n/a · 304 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 110 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental vision hmo ppopremiums n/a · 272 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · life stdpremiums n/a · 55 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 119 covered
Brokers & agents paid · 20244
GARZA ROGER JR$21,210
ADAMS RISK MANAGEMENT SERVICES, LLC$84,704 · incl $73,196 fees
JAY P. CHILDS$11,148
2 individual agents · names withheld$704

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Garza Roger Jr1

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 760627804 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.