Plan Ledger DOL Form 5500 · updated monthly

Patterson + Sheridan, LLPbenefits

Patterson + Sheridan, LLP Health & Welfare Plan · HOUSTON, TX · plan year 2024

Broker compensation reported · 2024
$90,942

Patterson + Sheridan, LLP's benefits plans covered 143 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $145,059. Insurance brokers and agents were paid $90,942 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 62.7% of premiums. That is $636 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 7.0% from $97,796 in 2023.

Insurance contracts · 20246
STANDARD INSURANCE COMPANY · ltd$61K · 71 covered
STANDARD INSURANCE COMPANY · std$44K · 130 covered
STANDARD INSURANCE COMPANY · life$40K · 143 covered
AFLACpremiums n/a · 26 covered
BLUE CROSS BLUE SHIELD OF TEXAS · health dentalpremiums n/a · 284 covered
VISION SERVICE PLAN · visionpremiums n/a · 110 covered
Brokers & agents paid · 20245
ASSUREDPARTNERS OF HOUSTON, LLC$72,393 · incl $1,296 fees
ACCRETIVE ENROLLMENT SERVICES, LLC$15,079 · incl $1,564 fees
PARAGON BENEFIT SOLUTIONS LLC$709
BAILOR INSURANCE SERVICES$24
45 individual agents · names withheld$2,737

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 Assuredpartners of Houston, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 223340889 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.