Plan Ledger DOL Form 5500 · updated monthly

Whitley Penn LLPbenefits

Whitley Penn LLP Health & Welfare Plan · FORT WORTH, TX · plan year 2025

Broker compensation reported · 2025
$65,394

Whitley Penn LLP's benefits plans covered 734 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $64,776. Insurance brokers and agents were paid $65,394 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 101.0% of premiums. That is $89 per covered person, below the median for employer plans that report broker pay. Broker pay rose 9.6% from $59,692 in 2024.

Insurance contracts · 20257
VISION SERVICE PLAN · vision$65K · 484 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 718 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 91 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 93 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 148 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 240 covered
TEXAS LEGAL PROTECTION PLAN, INC.premiums n/a · 152 covered
Brokers & agents paid · 20254
FMLASOURCE INC$12,319 · incl $12,319 fees
HUB INTERNATIONAL TEXAS, INC.$42,851 · incl $10,901 fees
Also brokered by Fmlasource Inc5
Heartland LLC MO$76,878
Blue Compass Rv FL$66,931
Poet, LLC SD$38,167

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 752393478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.