Form 5500 · Employee benefit plan · LAKE JACKSON, TX
BUC-EE'S, LTD.
The filing calls this plan COMPANY EBP.
BUC-EE'S, LTD. of LAKE JACKSON, TX is a 4,442-participant retail employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is ENTRUST AGENCIES LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0140292 · plan 507 · plan year 2025, filed Mar 31, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
333 other employer plans in Texas have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing reports a stop-loss contract and no medical premium, which is what a plan that pays its own claims reports.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: 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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 12 insured contracts covering health, dental, vision, life, disability and stop-loss; the largest, with THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, covers 4,677 people.
The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.
Reported premium across the insured contracts is $8,686,757, with $1,625,143 in disclosed broker commissions — about 19% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
ENTRUST AGENCIES LLC is the broker of record on 11 of the 12 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 4,677 | Oct 1, 2025 | $7,124,510 | $1,560,401 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | — | Oct 1, 2025 | — | $18,529 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | — | Oct 1, 2025 | — | $8,725 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | — | Oct 1, 2025 | — | $7,661 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | — | Oct 1, 2025 | — | $6,824 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | — | Oct 1, 2025 | — | $6,065 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | — | Oct 1, 2025 | — | $5,515 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | — | Oct 1, 2025 | — | $4,411 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | — | Oct 1, 2025 | — | $4,143 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | — | Oct 1, 2025 | — | $2,869 |
| PAN-AMERICAN LIFE INSURANCE COMPANY | Health, Stop-loss | 2,960 | Oct 1, 2025 | $1,561,860 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | — | Oct 1, 2025 | $387 | — |
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
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