Form 5500 · Employee benefit plan · HOUSTON, TX
BOBBIE JESSIE, LLC
The filing calls this plan BOBBIE JESSIE, LLC DBA JES TECH EMPLOYEE BENEFIT(S) PLAN.
BOBBIE JESSIE, LLC of HOUSTON, TX is a 205-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through AETNA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4465724 · plan 501 · plan year 2026, filed Sep 14, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 196 people.
Reported premium across the insured contracts is $1,585,565, with $47,368 in disclosed broker commissions — about 3% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
PATRIOT GROWTH INSURANCE SERVICES is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including AETNA LIFE INSURANCE COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY and CONTINENTAL AMERICAN INSURANCE COMPANY. AETNA LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE COMPANY | Life, Disability | 172 | Apr 1, 2026 | $137,215 | $23,494 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 196 | Apr 1, 2026 | $1,409,189 | $12,927 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 55 | Apr 1, 2026 | $39,161 | $10,947 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Other plans filed by this employer
How this plan compares
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