Plan Ledger DOL Form 5500 · updated monthly

Walters, Balido, & Crain L.L.Lp.benefits

Walters, Balido, & Crain L.L.L.P. Wrap Plan · DALLAS, TX · plan year 2023

Broker compensation reported · 2023
$98,692

Walters, Balido, & Crain L.L.Lp.'s benefits plan covered 182 active participants in 2023, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $65,116. Insurance brokers and agents were paid $98,692 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 151.6% of premiums. That is $542 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20235
NORTHWESTERN MUTUAL · ltd$65K · 168 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health visionpremiums n/a · 168 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dentalpremiums n/a · 117 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 98 covered
UNITEDHEALTHCARE INSURANCE COMPANY · lifepremiums n/a · 230 covered
Brokers & agents paid · 20236
HIGGINBOTHAM INSURANCE AGENCY INC$78,848 · incl $3,712 fees
KIMBERLY KAY DIXON$7,186
TOM WEILERT$5,823 · incl $1,172 fees
LINDA ANNE LECIEJEWSKI$4,045
KERI NORTON$1,748
CRUSE FNCL GROUP INC$1,042 · incl $112 fees
Also brokered by Higginbotham Insurance Agency Inc5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 611497895 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.