Form 5500 · Employee benefit plan · HOUSTON, TX
ROBERTS MARKEL WEINBERG BUTLER HAILEY PC
The filing calls this plan ROBERTS MARKEL WEINBERG BUTLER HAILEY PC HEALTH AND WELFARE PLAN.
Public Form 5500 records show how ROBERTS MARKEL WEINBERG BUTLER HAILEY PC of HOUSTON, TX, a professional services employer, structures its employee benefits. Its broker of record is BRADY CHAPMAN HOLLAND & ASSOCIATES. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0579836 · plan 502 · plan year 2025, filed Jun 11, 2026
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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: prepaid legal, 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 4 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 129 people.
Reported premium across the insured contracts is $1,559,963, with $92,649 in disclosed broker commissions — about 5.9% 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.
BRADY CHAPMAN HOLLAND & ASSOCIATES is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including UNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA and PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD. UNITEDHEALTHCARE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 129 | Jan 1, 2026 | $1,299,633 | $58,176 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 140 | Jan 1, 2026 | $252,076 | $32,879 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 14 | Jan 1, 2026 | $7,363 | $1,350 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 21 | Jan 1, 2026 | $891 | $244 |
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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