Plan Ledger DOL Form 5500 · updated monthly

Smi Trs Opcp LLCbenefits

Smi Trs Opco Employee Health Plan · DALLAS, TX · plan year 2024

Broker compensation reported · 2024
$256,057

Smi Trs Opcp LLC's benefits plans covered 764 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $671,262. Insurance brokers and agents were paid $256,057 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 38.1% of premiums. That is $335 per covered person, above the median for employer plans that report broker pay. Broker pay rose 44% from $177,819 in 2023.

Insurance contracts · 20246
STANDARD INSURANCE COMPANY · dental$227K · 586 covered
STANDARD INSURANCE COMPANY · life$172K · 800 covered
STANDARD INSURANCE COMPANY · ltd$124K · 817 covered
STANDARD INSURANCE COMPANY · std$101K · 818 covered
STANDARD INSURANCE COMPANY · vision$48K · 459 covered
STANDARD INSURANCE COMPANYpremiums n/a · 608 covered
Brokers & agents paid · 20244
ROBERT DAVID DAVIDSON$26,488
CENTERSTONE INS FIN SERVICE$123,015
ROBERT DAVIDSON$100,044 · incl $19,787 fees
NEW BENEFITS, LTD$6,510 · incl $6,510 fees
Also brokered by Robert David Davidson2

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 814001515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.