Plan Ledger DOL Form 5500 · updated monthly

Shackelford, Bowen, McKinley & Norton, LLPbenefits

Shackelford, Bowen, McKinley & Norton, LLP Employee Benefit Plan · DALLAS, TX · plan year 2024

Broker compensation reported · 2024
$128,223

Shackelford, Bowen, McKinley & Norton, LLP's benefits plans covered 120 active participants in 2024, providing health · life · dental · vision · long-term disability. Insurance brokers and agents were paid $128,223 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,069 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 17% from $109,614 in 2023.

Insurance contracts · 20245
BLUECROSS BLUESHIELD OF TEXAS · health dentalpremiums n/a · 463 covered
DEARBORN LIFE INSURANCE COMPANY · visionpremiums n/a · 96 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 112 covered
AFLACpremiums n/a · 26 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 119 covered
Brokers & agents paid · 20246
USI SOUTHWEST INC$96,810 · incl $2,669 fees
USI INSURANCE SERVICES CORP$23,894 · incl $4,135 fees
MARSH & MCLENNAN AGENCY LLC$4,022 · incl $4,022 fees
USI SOUTHWEST INCTX$1,474 · incl $322 fees
6 individual agents · names withheld$1,715

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
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 752967456 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.