Form 5500 · Employee benefit plan · KERRVILLE, TX
PETERSON HEALTH
Public Form 5500 records show how PETERSON HEALTH of KERRVILLE, TX, a other services employer, structures its employee benefits. Its broker of record is WILLIS TOWERS WATSON INS SVCS WEST. Coverage is written through HARTFORD LIFE AND ACCIDENT and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2557820 · plan 512 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering vision, life and disability; the largest, with HARTFORD LIFE AND ACCIDENT, covers 1,016 people.
Reported premium across the insured contracts is $1,330,890, with $193,789 in disclosed broker commissions — about 15% 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.
WILLIS TOWERS WATSON INS SVCS WEST 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 — HARTFORD LIFE AND ACCIDENT, VISION SERVICE PLAN and TELUS HEALTH (US) LTD. — with HARTFORD LIFE AND ACCIDENT writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 1,016 | December | $1,183,035 | $177,653 |
| VISION SERVICE PLAN | Vision | 805 | December | $124,147 | $16,136 |
| TELUS HEALTH (US) LTD. | — | 1,439 | December | $23,708 | $0 |
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