Plan Ledger DOL Form 5500 · updated monthly

Westwood Advisory Services, Incbenefits

Westwood Advisory Services Wrap Plan · FRISCO, TX · plan year 2025

Broker compensation reported · 2025
$128,184

Westwood Advisory Services, Inc's benefits plans covered 291 active participants in 2025, providing health · life · dental · vision · other. Insurance brokers and agents were paid $128,184 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $440 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 23% from $104,172 in 2024.

Insurance contracts · 20252
HEALTH CARE SERVICE CORPORATION · health dentalpremiums n/a · 351 covered
PRINCIPAL LIFE INSURANCE COMPANY · vision lifepremiums n/a · 390 covered
Brokers & agents paid · 20251
HIGGINBOTHAM INSURANCE AGENCY, INC$128,184 · incl $24,155 fees
Also brokered by Higginbotham Insurance Agency, Inc5
Barcel USA, LLC TX$209,461
Lee & Associates CA$201,258

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 752452594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.