Plan Ledger DOL Form 5500 · updated monthly

Puffer Sweiven, LPbenefits

Puffer-Sweiven Welfare and Insurance Plan · STAFFORD, TX · plan year 2025

Broker compensation reported · 2025
$36,584

Puffer Sweiven, LP's benefits plans covered 602 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $36,584 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $61 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 40% from $26,059 in 2024.

Insurance contracts · 20253
FEDERAL INSURANCE COMPANYpremiums n/a · 602 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 561 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 601 covered
Brokers & agents paid · 20252
REUBEN WARNER ASSOCIATES, INC.$456 · incl $456 fees
USI INSURANCE SERVICES, LLC$36,128 · incl $30,775 fees
Also brokered by Reuben Warner Associates, Inc.5
Medtronic MN$313,166
Hf Sinclair TX$103,636

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 260003996 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.