Form 5500 · Employee benefit plan · HOUSTON, TX
MIKE CALVERT TOYOTA, INC.
The filing calls this plan MIKE CALVERT TOYOTA, INC. HEALTH AND WELFARE PLAN.
MIKE CALVERT TOYOTA, INC. of HOUSTON, TX insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is CATTO & CATTO BENEFITS GROUP LLP. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 1 other carrier. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0064949 · plan 501 · plan year 2023, filed Jun 13, 2024
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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 2 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF TEXAS, covers 330 people.
Reported premium across the insured contracts is $2,601,634, with $108,114 in disclosed broker commissions — about 4.2% of premium.
The most recent policy period ended in October, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
CATTO & CATTO BENEFITS GROUP LLP is the broker of record on all 2 contracts.
Two carriers split the book: BLUECROSS BLUESHIELD OF TEXAS and UNITED OF OMAHA LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health | 330 | Nov 1, 2023 | $2,428,896 | $88,608 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 209 | Nov 1, 2023 | $172,738 | $19,506 |
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.
How this plan compares
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