Plan Ledger DOL Form 5500 · updated monthly

Southwest Research Institutebenefits

Southwest Research Institute Employee Assistance Program · SAN ANTONIO, TX · plan year 2024

Broker compensation reported · 2024
$57,290

Southwest Research Institute's benefits plans covered 3,284 active participants in 2024, providing health · other. Insurance premiums totaled $1,839,482. Insurance brokers and agents were paid $57,290 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.1% of premiums. That is $17 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 14% from $50,205 in 2023.

Insurance contracts · 202418
UNITEDHEALTHCARE INSURANCE COMPANY · stop-loss$1.8M · 5,612 covered
HARTFORD ACCIDENT AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 13 covered
METLIFE INSURANCE COMPANYpremiums n/a · 1,054 covered
EXPRESS SCRIPTS, INC · drugpremiums n/a · 474 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · stdpremiums n/a · 877 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 861 covered
DELTA DENTAL INSURANCE COMPANY · dentalpremiums n/a · 948 covered
HARTFORD LIFE AND ACCIDENT · healthpremiums n/a · 483 covered
KAISER FOUNDATION HEALTH PLAN OF COLORADO, INC · health drug hmopremiums n/a · 72 covered
METLIFE LEGAL PLANS, INCpremiums n/a · 829 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 3,284 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 929 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 3,174 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 3,174 covered
SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC · health drugpremiums n/a · 522 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 211 covered
VISION SERVICE PLAN · visionpremiums n/a · 2,466 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 3,170 covered
Brokers & agents paid · 20242
OLDHAM C. WEEKS$57,010
Individual agent · names withheld$280

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 Oldham C. Weeks1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 741070544 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.