Plan Ledger DOL Form 5500 · updated monthly

Southern Methodist Universitybenefits

Southern Methodist University Medical and Other Plans · DALLAS, TX · plan year 2024

Broker compensation reported · 2024
$306,084

Southern Methodist University's benefits plans covered 5,106 active participants in 2024, providing health · vision · short-term disability. Insurance brokers and agents were paid $306,084 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $60 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 83% from $167,396 in 2023.

Insurance contracts · 202413
THE STANDARD · lifepremiums n/a · 2,679 covered
THE STANDARD · ltdpremiums n/a · 2,606 covered
CNApremiums n/a · 330 covered
LIFESECURE INSURANCE COMPANYpremiums n/a · 70 covered
VSP · visionpremiums n/a · 1,944 covered
MAGELLAN HEALTH SERVICES INC.premiums n/a · 2,672 covered
THE STANDARD AD&D · lifepremiums n/a · 989 covered
THE STANDARD SUPP · lifepremiums n/a · 659 covered
THE STANDARD DEP LIFEpremiums n/a · 480 covered
THE STANDARD VOLUNTARY (HI,CI,AI)premiums n/a · 324 covered
AETNA LIFE INSURANCE COMPANY · drug ppopremiums n/a · 860 covered
AETNA LIFE INSURANCE COMPANY · health drugpremiums n/a · 722 covered
AETNA LIFE INSURANCE COMPANY · dentalpremiums n/a · 384 covered
Brokers & agents paid · 202410
RELATION INSURANCE SERVICES INC DBA$100,414
IBENEFIT COMMUNICATION LLC$79,549
RELATION INSURANCE SERVICES DBA PRE$34,699
J MANNING AND ASSOCIATES$18,174
RELATION INSURANCE SERVICES$11,186
JERRY MANNING$5,204
SENIOR COMMISSION FUNDING LLC$2,726
DMS INSURANCE AGENCY OF TEXAS$1,982

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 750800689 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.