Form 5500 · Employee benefit plan · HOUSTON, TX
COBB FENDLEY AND ASSOCIATES, INC.
Public Form 5500 records show how COBB FENDLEY AND ASSOCIATES, INC. of HOUSTON, TX, a professional services employer, structures its employee benefits. Its broker of record is USI INSURANCE SERVICES SOUTHWEST. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2192879 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF TEXAS, covers 1,126 people.
Reported premium across the insured contracts is $7,173,436, with $372,651 in disclosed broker commissions — about 5.2% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES SOUTHWEST is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: BLUECROSS BLUESHIELD OF TEXAS and DEARBORN LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health, Dental | 1,126 | December | $6,578,570 | $287,895 |
| DEARBORN LIFE INSURANCE COMPANY | Vision, Life, Disability | 671 | December | $594,866 | $84,756 |
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