BenefitsLedger
Employer health plan record · Plan year 2025 (latest filing) · Form 5500

Kelly Hart & Hallman, LLP

Professional & technical services · Fort Worth, Texas · EIN ending 6550

Updated Filing received by DOL

Kelly Hart & Hallman, LLP, a professional & technical services employer in Fort Worth, Texas, reported 208 participants in its health and welfare plan for plan year 2025. Its Form 5500 shows 4 insurance contracts with no premium reported and $91,744 in broker commissions and fees. The plan is self-funded (the employer pays claims itself). The Department of Labor received the filing on June 29, 2026, before the deadline.

Participants
208
+2.5% vs 2024
Premiums filed
none
self-funded or not filed
Broker commissions + fees
$91,744
+6.3% vs 2024
Commission rate
n/a
needs insured medical premium

Who was paid on Kelly Hart & Hallman, LLP's plan

Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Kelly Hart & Hallman, LLP filed for 2025.

Broker or agentCommissionsFeesTotalContracts
HUB International · Fort Worth, TX$36,533$3,002$39,5353
Gis Benefits · Morris, IL$0$30,314$30,3143
Boon-Chapman, Inc. · Austin, TX$0$21,895$21,8953

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 · coverageCoveredPremiumBroker payRate
Swiss Re Corporate Solutions America Ins. Corp.coverage not coded201———
Starmount Life Insurance Companyvision177—$6,041—
Unum Life Insurance Company of Americalife, long-term disability215—$41,404—
Unum Life Insurance Company of Americalife129—$44,299—

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 Kelly Hart & Hallman, LLP 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.

Broker commissions + fees, dollars
Kelly Hart & Hallman, LLP
$91,744
Commission rate, % of medical premium

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

$86,338$91,744Broker pay20242025
Kelly Hart & Hallman, LLP: premiums and broker commissions + fees, 2024 vs 2025
20242025Change
Participants203208+2.5%
Premiums filed$0$0—
Broker commissions + fees$86,338$91,744+6.3%
Commission rate———

Source: DOL Form 5500 filings for plan years 2024 and 2025.

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.

PlanPlan year endReceived by DOLTimingParticipants
Kelly Hart & Hallman LLP Health and Welfare Benefit Plan#504 · insurance, general assetsDecember 31, 2025June 29, 2026before deadline208

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 Kelly Hart & Hallman, LLP pay in health insurance broker commissions in 2025?

Kelly Hart & Hallman, LLP's 2025 Form 5500 reports $91,744 in broker commissions and fees across 4 insurance contracts ($36,533 in commissions, $55,211 in fees), with HUB International receiving the largest share.

Is Kelly Hart & Hallman, LLP's health plan self-funded or fully insured?

The 2025 filing indicates the plan is self-funded (the employer pays claims itself).

How does Kelly Hart & Hallman, LLP's broker compensation compare with similar employers?

A commission-to-premium ratio cannot be computed for Kelly Hart & Hallman, LLP because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 200-499 participants that disclosed broker pay reported a median of $77,013.

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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.