Plan Ledger DOL Form 5500 · updated monthly

Walter P Moore and Associates, Inc.benefits

Walter P Moore Health and Welfare Plan · HOUSTON, TX · plan year 2024

Broker compensation reported · 2024
$147,920

Walter P Moore and Associates, Inc.'s benefits plans covered 830 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $1,365,048. Insurance brokers and agents were paid $147,920 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 10.8% of premiums. That is $178 per covered person, below the median for employer plans that report broker pay. Broker pay rose 32% from $111,909 in 2023.

Insurance contracts · 20243
STANDARD INSURANCE COMPANY · dental vision life ltd$1.4M · 788 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 48 covered
Brokers & agents paid · 20243
THE ULTIMATE SOFTWARE GROUP$24,649 · incl $24,649 fees
USI INSURANCE SERVICES LLC$123,268 · incl $4 fees
Individual agent · names withheld$3

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 The Ultimate Software Group5
Vacasa, LLC OR$83,972
Brg Sports OH$60,000

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 741554339 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.