Plan Ledger DOL Form 5500 · updated monthly

The Levy Companybenefits

The Levy Company Wrap Plan · SELMA, TX · plan year 2025

Broker compensation reported · 2025
$14,276

The Levy Company's benefits plans covered 0 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $14,276 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. Broker pay fell 41% from $24,200 in 2024.

Insurance contracts · 20257
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 134 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 197 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 39 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 90 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 86 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 47 covered
Brokers & agents paid · 20258
ACRISURE LLC$9,132 · incl $552 fees
LASSITERWARE, LLC$552 · incl $552 fees
JLP INTERESTS INC$552 · incl $552 fees
SWBC LIFE INSURANCE AGENCY, INC.$3,086 · incl $3,086 fees
SWBC LIFE INSURANCE AGENCY, INC$206 · incl $206 fees
SWBC LIFE INSURANCE AGENCY$115
2 individual agents · names withheld$81

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 Acrisure5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 742942371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.