Plan Ledger DOL Form 5500 · updated monthly

Watermark Insights, LLCbenefits

Watermark Health & Wellness Plan · AUSTIN, TX · plan year 2025

Broker compensation reported · 2025
$95,077

Watermark Insights, LLC's benefits plans covered 176 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $95,077 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $540 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 11% from $106,843 in 2024.

Insurance contracts · 20252
BLUECROSS BLUESHIELD OF TEXAS · health drug dental hmo ppopremiums n/a · 298 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · vision life std ltdpremiums n/a · 176 covered
Brokers & agents paid · 20253
GALLAGHER BENEFIT SERVICES, INC.$63,315 · incl $1,533 fees
EXPERINS, LLC$27,791
JAMES A. HALBERT III$3,971
Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 134092743 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.