Form 5500 · Employee benefit plan · HOUSTON, TX
SOLAR SERVICE EXPERTS, LLC DBA SPRUCE POWER
The filing calls this plan SOLAR SERVICE EXPERTS, LLC DBA SPRUCE POWER HEALTH AND WELFARE PLAN.
SOLAR SERVICE EXPERTS, LLC DBA SPRUCE POWER of HOUSTON, TX is a 168-participant utilities employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is SHEPARD & WALTON LIFE INS AGENCY. 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 36-4878506 · plan 502 · plan year 2026, filed Aug 25, 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: 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 214 people.
Reported premium across the insured contracts is $1,557,684, with $70,257 in disclosed broker commissions — about 4.5% of premium.
The most recent policy period ended in October, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
SHEPARD & WALTON LIFE INS AGENCY 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 | 214 | Nov 1, 2025 | $1,464,175 | $57,216 |
| DEARBORN LIFE INSURANCE COMPANY | Vision, Life, Disability | 201 | Nov 1, 2025 | $93,509 | $13,041 |
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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