Evo Transportation and Energy Services Inc
Updated Filing received by DOL
Evo Transportation and Energy Services Inc, a transportation — truck & rail employer in San Mateo, California, reported 1,686 participants in its health and welfare plans for plan year 2024. Its Form 5500 shows 13 insurance contracts with no premium reported and $508,318 in broker commissions and fees. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on October 14, 2025, within the extension window.
Who was paid on Evo Transportation and Energy Services Inc's plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Evo Transportation and Energy Services Inc filed for 2024.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| USI Insurance Services · Phoenix, AZ | $442,947 | $65,371 | $508,318 | 9 |
Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2024, as published in EBSA's 2024 "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 Cross Blue Shield of Arizonahealth, dental | 721 | — | $236,975 | — |
| Metropolitan Life Insurance Companyvision | 439 | — | — | — |
| Teladoc Health, Inc.health | 1,374 | — | — | — |
| Unum Insurance Companycoverage not coded | 160 | — | $3,038 | — |
| Unum Insurance Companycoverage not coded | 87 | — | $6,081 | — |
| Unum Insurance Companycoverage not coded | 86 | — | $10,676 | — |
| Unum Life Insurance Company of Americalife | 743 | — | $6,017 | — |
| Unum Life Insurance Company of Americashort-term disability | 883 | — | $18,135 | — |
| Blue Cross Blue Shield of Arizonahealth, dental, prescription drug, PPO | 563 | — | $169,699 | — |
| Teladoc Health, Inc.coverage not coded | 1,449 | — | — | — |
| Metropolitan Life Insurance Companyvision | 407 | — | — | — |
| Unum Life Insurance Company of Americalife, short-term disability | 1,001 | — | $32,747 | — |
| Unum Insurance Companyindemnity | 147 | — | $24,950 | — |
Source: DOL Form 5500 Schedule A, plan year 2024. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.
How Evo Transportation and Energy Services Inc 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.
Year over year
| 2023 | 2024 | Change | |
|---|---|---|---|
| Participants | 1,690 | 1,686 | −0.2% |
| Premiums filed | $0 | $0 | not comparable |
| Broker commissions + fees | $308,348 | $508,318 | +64.9% |
| Commission rate | — | — | — |
Source: DOL Form 5500 filings for plan years 2023 and 2024.
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 |
|---|---|---|---|---|
| Evo Transportation and Energy Services Inc Health and Welfare Plan#502 · insurance, trust | December 31, 2024 | October 14, 2025 | within extension | 1,686 |
| Evo Group Health and Welfare Benefit Plan#501 · insurance, general assets | March 31, 2025 | September 5, 2025 | before deadline | 1,018 |
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 Evo Transportation and Energy Services Inc pay in health insurance broker commissions in 2024?
Evo Transportation and Energy Services Inc's 2024 Form 5500 reports $508,318 in broker commissions and fees across 13 insurance contracts ($442,947 in commissions, $65,371 in fees), with USI Insurance Services receiving the largest share.
Is Evo Transportation and Energy Services Inc's health plan self-funded or fully insured?
The 2024 filing indicates the plan is a mix of insured and self-funded coverage. Medical coverage is written by Blue Cross Blue Shield of Arizona, Teladoc Health, Inc..
How does Evo Transportation and Energy Services Inc's broker compensation compare with similar employers?
A commission-to-premium ratio cannot be computed for Evo Transportation and Energy Services Inc because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 1,000-4,999 participants that disclosed broker pay reported a median of $168,579.
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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.