Plan Ledger DOL Form 5500 · updated monthly

Shady Oaks Country Clubbenefits

Shady Oaks Country Club Welfare Plan · WESTWORTH VILLAGE, TX · plan year 2025

Broker compensation reported · 2025
$18,410

Shady Oaks Country Club's benefits plans covered 124 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $18,410 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $148 per covered person, below the median for employer plans that report broker pay. Broker pay fell 51% from $37,635 in 2024.

Insurance contracts · 20257
UNITEDHEALTHCARE INSURANCE COMPANY · health dentalpremiums n/a · 82 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 109 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 124 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 125 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 65 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 89 covered
Brokers & agents paid · 20251
HIGGINBOTHAM INSURANCE AGENCY$18,410 · incl $1,612 fees
Also brokered by Higginbotham Insurance Agency5
Youth Villages TN$422,617
Aoc Opco, LLC TX$233,635

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 751282255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.