Ag&E Associates PLLC
Updated Filing received by DOL
Ag&E Associates PLLC, a professional & technical services employer in Dallas, Texas, reported 124 participants in its health and welfare plan for plan year 2025. Its Form 5500 shows 4 insurance contracts with no premium reported and $104,192 in broker commissions and fees. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on June 8, 2026, before the deadline.
Who was paid on Ag&E Associates PLLC's plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Ag&E Associates PLLC filed for 2025.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| IMA Financial · Dallas, TX | $45,371 | $1,543 | $46,914 | 4 |
| Alliant Insurance Services · Dallas, TX | $37,926 | $8,025 | $45,951 | 4 |
| Clariben Insurance Agency, LLC · Houston, TX | $9,157 | $0 | $9,157 | 1 |
| Alkeme Insurance Services, Inc. · Houston, TX | $2,170 | $0 | $2,170 | 1 |
Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2025, as published in EBSA's 2025 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.
Insurance contracts and carriers
Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.
| Carrier · coverage | Covered | Premium | Broker pay | Rate |
|---|---|---|---|---|
| Blue Shield Blue Cross of Texashealth | 192 | — | $66,185 | — |
| United Concordia Insurance Companydental | 208 | — | $8,589 | — |
| Continental American Life Insurance Companycoverage not coded | 152 | — | $16,211 | — |
| United of Omaha Life Insurance Companyvision, life, short-term disability, long-term disability | 283 | — | $13,207 | — |
Source: DOL Form 5500 Schedule A, plan year 2025. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.
How Ag&E Associates PLLC compares
Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.
Not computable: no insured medical premium on the filing.
Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.
Filings and timeliness
Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.
| Plan | Plan year end | Received by DOL | Timing | Participants |
|---|---|---|---|---|
| Ag&E Associates PLLC Health and Welfare Plan#501 · insurance, general assets | December 31, 2025 | June 8, 2026 | before deadline | 124 |
Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.
How much did Ag&E Associates PLLC pay in health insurance broker commissions in 2025?
Ag&E Associates PLLC's 2025 Form 5500 reports $104,192 in broker commissions and fees across 4 insurance contracts ($94,624 in commissions, $9,568 in fees), with IMA Financial receiving the largest share.
Is Ag&E Associates PLLC's health plan self-funded or fully insured?
The 2025 filing indicates the plan is a mix of insured and self-funded coverage. Medical coverage is written by Blue Shield Blue Cross of Texas.
How does Ag&E Associates PLLC's broker compensation compare with similar employers?
A commission-to-premium ratio cannot be computed for Ag&E Associates PLLC because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 100-199 participants that disclosed broker pay reported a median of $53,852.
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Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.