Plan Ledger DOL Form 5500 · updated monthly

Upstream Directional Consultants, LLCbenefits

Upstream Directional Consultants, LLC Employee Benefits Plan · SUGAR LAND, TX · plan year 2023

Broker compensation reported · 2023
$95,732

Upstream Directional Consultants, LLC's benefits plan covered 189 active participants in 2023, providing health · dental · vision · other. Insurance brokers and agents were paid $95,732 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $507 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20233
BLUECROSS BLUESHIELD OF TEXAS · healthpremiums n/a · 189 covered
HUMANA INSURANCE COMPANY · dental visionpremiums n/a · 83 covered
AFLACpremiums n/a · 18 covered
Brokers & agents paid · 20237
CADENCE INSURANCE, INC$65,867
CADENCE INSURANCE INC$10,909
CARRIE SOLOMON$2,916 · incl $129 fees
CADENCE INSURANCE, INC.$1,447
MICHAEL ANDERS LLC$582 · incl $30 fees
7 individual agents · names withheld$580

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 Cadence Insurance, Inc5
Cadence Bank MS$957,054
Rew Investments TX$95,031

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 452683885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.