Plan Ledger DOL Form 5500 · updated monthly

Surge Operating, LLCbenefits

Surge Operating Group Insurance Plan · HOUSTON, TX · plan year 2025

Broker compensation reported · 2025
$32,475

Surge Operating, LLC's benefits plans covered 152 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $32,475 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $214 per covered person, above the median for employer plans that report broker pay. Broker pay rose 1.7% from $31,925 in 2024.

Insurance contracts · 20254
BLUECROSS BLUESHIELD OF TEXAS · health drug dentalpremiums n/a · 479 covered
DEARBORN LIFE INSURANCE COMPANY · vision life std ltdpremiums n/a · 152 covered
AFLACpremiums n/a · 13 covered
PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELDpremiums n/a · 19 covered
Brokers & agents paid · 20253
LOCKTON COMPANIES, LLC$30,208 · incl $5,162 fees
CHRISTOPHER LEE INS AGENCY LLC$50
8 individual agents · names withheld$2,217

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 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 474007427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.