Plan Ledger DOL Form 5500 · updated monthly

Zimmerer Kubota & Equipment, Inc.benefits

Zimmerer Kubota & Equipment, Inc. Welfare Benefit Plan · FORT WORTH, TX · plan year 2024

Broker compensation reported · 2024
$31,693

Zimmerer Kubota & Equipment, Inc.'s benefits plans covered 122 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $31,693 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $260 per covered person, above the median for employer plans that report broker pay. Broker pay fell 6.3% from $33,827 in 2023.

Insurance contracts · 20243
BLUE CROSS BLUE SHIELD OF TEXAS · health dentalpremiums n/a · 99 covered
DEARBORN LIFE INSURANCE · vision life std ltdpremiums n/a · 117 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 33 covered
Brokers & agents paid · 20248
OPOC INSURANCE SERVICES LLC$28,006
REB CONSULTING, INC.$2,905 · incl $1,524 fees
MPART BENEFITS INC.$70 · incl $34 fees
BRINSON BENEFITS, INC.$22 · incl $28 fees
CAPITAL FINANCIAL STRATEGIES, INC.$6 · incl $3 fees
OVERALL BENEFITS GROUP LLC$4
8 individual agents · names withheld$602

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 Opoc Insurance Services LLC5
Company Wrench OH$54,691

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 751763592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.