Plan Ledger DOL Form 5500 · updated monthly

Refinery Specialties, Inc.benefits

Refinery Specialties, Inc. Health and Welfare Plan · HEMPSTEAD, TX · plan year 2023

Broker compensation reported · 2023
$161,645

Refinery Specialties, Inc.'s benefits plan covered 0 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $161,645 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage.

Insurance contracts · 20234
DEARBORN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 261 covered
AETNA LIFE INSURANCE COMPANY · visionpremiums n/a · 498 covered
BLUECROSS BLUESHIELD OF TEXAS · health drug dentalpremiums n/a · 568 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 136 covered
Brokers & agents paid · 20237
USI INSURANCE SERVICES SOUTHWEST$79,443 · incl $134 fees
LOCKTON COMPANIES LLC$76,062 · incl $10,255 fees
LISA N. BATES$2,052
MONICA I. FERNANDEZ$1,976
MICHAEL ANDERS LLC$1,517
ERIN K. RADA AND VARIOUS AGENTS$87
Individual agent · names withheld$508

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 Usi5
Bronco Wine Company CA$1,411,592

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 760283111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.