Plan Ledger DOL Form 5500 · updated monthly

Srs Real Estate Partnersbenefits

Srs Real Estate Partners Health and Welfare Plan · DALLAS, TX · plan year 2025

Broker compensation reported · 2025
$92,530

Srs Real Estate Partners's benefits plans covered 125 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $92,530 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $740 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 15% from $80,652 in 2024.

Insurance contracts · 20255
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 125 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 161 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 251 covered
METLIFE LEGAL PLANSpremiums n/a · 15 covered
Brokers & agents paid · 20251
LOCKTON COMPANIES, LLC$92,530 · incl $75,820 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 262551647 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.