Plan Ledger DOL Form 5500 · updated monthly

Utility Concierge, LLCbenefits

Utility Concierge, LLC Employee Benefit Plan · DALLAS, TX · plan year 2024

Broker compensation reported · 2024
$80,707

Utility Concierge, LLC's benefits plans covered 122 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $80,707 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $662 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 70% from $47,419 in 2023.

Insurance contracts · 20244
BLUECROSS BLUESHIELD OF TEXAS · health dental hmo ppopremiums n/a · 163 covered
DEARBORN LIFE INSURANCE COMPANY · vision life std ltdpremiums n/a · 119 covered
TOTALCARE EAPpremiums n/a · 122 covered
Brokers & agents paid · 20248
FROST INSURANCE AGENCY, INC.$51,454
THE BALDWIN GROUP SW, LLC$18,262
FROST INSURANCE AGENCY$5,285
GALLAGHER BENEFIT SERVICES, INC.$4,465 · incl $3,583 fees
THE BALDWIN GROUP$357
EMERSON ROGERS, LLC$350 · incl $350 fees
TAILORED WORKSITE SERVICES, LLC$267
Individual agent · names withheld$267

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 Frost Insurance Agency, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 270426695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.