Plan Ledger DOL Form 5500 · updated monthly

Vortex Companies, LLCbenefits

Vortex Companies · HOUSTON, TX · plan year 2025

Broker compensation reported · 2025
$105,628

Vortex Companies, LLC's benefits plans covered 880 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $105,628 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $120 per covered person, below the median for employer plans that report broker pay. Broker pay rose 123% from $47,366 in 2024.

Insurance contracts · 20251
UNITEDHEALTHCARE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 1,238 covered
Brokers & agents paid · 20251
LOCKTON COMPANIES, LLC$105,628 · incl $64,137 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 364879397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.