Form 5500 · Employee benefit plan · SAN ANTONIO, TX
VAUGHAN & SONS INC
The filing calls this plan VAUGHAN & SONS INC EMPLOYEE BENEFIT PLAN.
VAUGHAN & SONS INC of SAN ANTONIO, TX is a 236-participant wholesale trade employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through CRUM & FORSTER SPECIALTY INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-0963640 · plan 502 · plan year 2025, filed Apr 23, 2026
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
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
All 2 insured contracts are health coverage, split across CRUM & FORSTER SPECIALTY INSURANCE COMPANY and FEDERAL INSURANCE COMPANY (CHUBB).
Reported premium across the insured contracts is $39,494, with $5,117 in disclosed broker commissions — about 13% of premium.
The health contract's policy period ended in March, while at least one ancillary line's policy period ended in June. The plan is on a split renewal cycle.
MARSH & MCLENNAN AGENCY, LLC is the broker of record on all 2 contracts.
Two carriers split the book: CRUM & FORSTER SPECIALTY INSURANCE COMPANY and FEDERAL INSURANCE COMPANY (CHUBB).
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CRUM & FORSTER SPECIALTY INSURANCE COMPANY | Health | 195 | Mar 2, 2026 | $32,283 | $4,035 |
| FEDERAL INSURANCE COMPANY (CHUBB) | — | — | Jul 1, 2026 | $7,211 | $1,082 |
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. The service providers are named on Schedule C of this filing. We publish company names only.
Other plans filed by this employer
How this plan compares
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