Form 5500 · Employee benefit plan · HOUSTON, TX
MCCORVEY SHEET METAL WORKS, LP
The filing calls this plan MCCORVEY COMPANIES WELFARE BENEFITS PLAN.
MCCORVEY SHEET METAL WORKS, LP of HOUSTON, TX spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is THE BALDWIN GROUP SOUTHWEST, LLC. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 2 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1363754 · plan 501 · plan year 2025, filed Mar 25, 2026
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176 other employer plans in Texas have policy years ending in July. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
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.
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 BLUECROSS BLUESHIELD OF TEXAS, covers 1,617 people.
Reported premium across the insured contracts is $9,276,796, with $459,151 in disclosed broker commissions — about 4.9% of premium.
The most recent policy period ended in July, and the plan year ends July 31. Group contracts typically renew on that annual cycle.
THE BALDWIN GROUP SOUTHWEST, LLC is the broker of record on all 3 contracts.
3 carriers appear on the filing, including BLUECROSS BLUESHIELD OF TEXAS, SUN LIFE ASSURANCE COMPANY OF CANADA and DEARBORN LIFE INSURANCE COMPANY. BLUECROSS BLUESHIELD OF TEXAS writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health, Dental | 1,617 | Aug 1, 2025 | $8,485,183 | $306,485 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 611 | Aug 1, 2025 | $714,016 | $144,866 |
| DEARBORN LIFE INSURANCE COMPANY | Vision | 1,033 | Aug 1, 2025 | $77,597 | $7,800 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
176 other employer plans in Texas are August 1 renewals (policy year ends July).
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