Plan Ledger DOL Form 5500 · updated monthly

Acec Life/Health Insurance Trust Benefit Consortiumbenefits

Acec / Life & Health Group Welfare Plan · THE WOODLANDS, TX · plan year 2025

Broker compensation reported · 2025
$21,233,125

Acec Life/Health Insurance Trust Benefit Consortium's benefits plans covered 35,697 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $443,367,221. Insurance brokers and agents were paid $21,233,125 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.8% of premiums. That is $595 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 10% from $19,275,819 in 2024.

Insurance contracts · 20253
UNITED HEALTH CARE INSURANCE CO · health drug dental vision life std ltd$443.4M · 68,003 covered
GUARDIAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a
TRUSTMARK INSURANCE CO. · health drug dental vision life std ltdpremiums n/a
Brokers & agents paid · 2025629
RSC INSURANCE BROKERAGE INC TOTAL$1,137,886
RELATIONAL ADVISORS, LLC TOTAL$759,866
USI INSURANCE SERVICES LLC TOTAL$574,356
ASSUREDPARTNERS OF CA INS SERVICES$505,622
BCI INSURANCE SOLUTIONS, INC. TOTAL$496,718
HOLMES, MURPHY AND ASSOCIATES, LLC$489,002
BLACK GOULD & ASSOCIATES INC TOTAL$393,087
ACRISURE PARTNERS WEST COAST INS SE$380,925
HUB INTERNATIONAL INSURANCE SERVICE$379,499
J.W. TERRILL, A MARSH & MCLENNAN AG$374,783
SAVAGE & ASSOCIATES INC TOTAL$342,097
LOCKTON COMPANIES, LLC (MIDWEST SER$329,596
HUB INTERNATIONAL MIDWEST LIMITED T$328,739
FLORIDA DESIGN INSURANCE LLC TOTAL$283,354
ASTON SHARP, LLC TOTAL$253,415
GALLAGHER BENEFIT SERVICES INC TOTA$251,092
HYLANT GROUP INC TOTAL$244,783
ALLIANT INSURANCE SERVICES INC TOTA$242,213
DALLAS INSURANCE EXCHANGE TOTAL$226,447
ANGELO SAAKE CONSULTING SERVICES IN$226,032
BENEFIT CONCEPTS INC TOTAL$224,647
HUB INTERNATIONAL MIDWEST LIMITED ($180,876
INSURANCE OFFICE OF AMERICA INC TOT$180,410
DIGITAL INSURANCE LLC TOTAL$177,905
LOCKTON COMPANIES,LLC (LOCKTON-DUNN$167,108
JWCIB, INC. TOTAL$161,730
USI SOUTHWEST INC TOTAL$154,094
HIGGINBOTHAM INSURANCE AGENCY INC T$145,914
LMM CONSULTANTS LLC TOTAL$139,045
ALERA GROUP MARIETTA TOTAL$135,675
WARNER PACIFIC INSURANCE SERVICES,$126,089
MARSH & MCLENNAN AGENCY LLC - PA TO$119,256
AMERICAN INSURANCE & INVESTMENT COR$117,551
JERRY L SMITH TOTAL$112,425
LARRY BRET KINGHORN TOTAL$109,488
ANSAY & ASSOCIATES LLC TOTAL$107,574
PONTRELLI TIMOUR & ASSOCIATES INC T$104,125
GBS BENEFITS INC TOTAL$94,547
HUB INTERNATIONAL TEXAS, INC. TOTAL$91,508
PARAGON PARTNERS LTD TOTAL$91,263
MIKE GEORGE RADAKOVICH TOTAL$91,253
WORTHAM, MARSH MCLENNAN AGCY-SAN AN$90,183
MCGOHAN BRABENDER AGCY INS TOTAL$89,093
EMERSON ROGERS LLC CALIFORNIA TOTAL$88,681
OCI INSURANCE AND FINANCIAL SERVICE$88,384
BROWN & BROWN FL FORT LAUDERDALE TO$85,308
BUKATY COMPANIES LLC TOTAL$83,941
DIGITAL BENEFIT ADVISORS - ORLANDO$83,756
MORRIS & GARRITANO INSURANCE AGENCY$80,651
GILSBAR GROUP BENEFITS LLC TOTAL$80,185
CLAREMONT BUSINESS GROUP INC TOTAL$78,293
CASON GROUP, INC. (THE) TOTAL$76,250
LOWELL ANTHONY VOLK TOTAL$76,040
LANG INSURANCE SERVICE INC TOTAL$74,777
M3 INSURANCE SOLUTIONS INC TOTAL$73,004
ASSUREDPARTNERS OF COLORADO LLC TOT$72,814
INSPRO A MARSH & MCLENNAN AGENCY LL$72,707
HAUSMANN GROUP INC TOTAL$69,779
LOCKTON COMPANIES,LLC (SOUTHEAST SE$67,454
BROWN & BROWN FL DAYTONA BEACH TOTA$66,420
FLOOD & PETERSON INSURANCE INC TOTA$65,895
CBIZ BENEFITS & INS SERVICES INC -$78,735
MARSH & MCLENNAN AGENCY LLC - BOUCH$63,356
MFB FINANCIAL INC TOTAL$59,177
RMBEN LLC TOTAL$58,766
DONALD R MASSAD A PROF CORP TOTAL$58,761
ASSUREDPARTNERS OF NEVADA LLC TOTAL$58,750
ACRISURE TEXAS RISK ADV & INS SERV$58,159
DIGITAL BENEFIT ADVISORS - DENVER C$57,968
FAISON GROUP BENEFITS INC TOTAL$56,147
PAYCHEX INSURANCE AGENCY, INC. TOTA$55,165
DIBUDUO & DEFENDIS INSURANCE BROKER$54,678
M J INSURANCE INC TOTAL$54,354
AMWINS CONNECT INSURANCE SERVICES L$77,134
MICHAEL M LOEHR TOTAL$53,137
SURE LIFE FINANCIAL GROUP LLC TOTAL$53,017
SUPERIOR BENEFIT ADVISORS LLC TOTAL$51,833
MCGRIFF INSURANCE SERVICES INC TOTA$51,277
TORIAN INSURANCE BENEFITS INC TOTAL$50,984
DANIEL ROBERT COPENHAGEN TOTAL$50,915
MCGRIFF - WATKINSVILLE TOTAL$50,663
TURNER INSURANCE AND FINANCIAL SERV$50,547
IMA, INC - ATLANTA TOTAL$50,044
LOCASCIO HADDEN & DENNIS LLC TOTAL$49,826
IMA INC TOTAL$49,729
CORE BENEFITS SOLUTIONS LLC TOTAL$49,212
DIGITAL BENEFIT ADVISORS NORTHERN C$49,137
NFP CORPORATE SERVICES (CO) INC TOT$48,518
ASSUREDPARTNERS NL LLC TOTAL$47,546
EDGEWOOD PARTNERS INSURANCE CENTER$47,487
TIMOTHY N BARHORST TOTAL$47,479
ROBERT E MILLER INS AGCY INC TOTAL$47,271
NORTH RISK PARTNERS LLC TOTAL$47,193
ADMINISTRATORS ADVISORY GROUP TOTAL$46,973
DAVISON BENEFITS GROUP TOTAL$46,966
CRAGIN & PIKE INC TOTAL$46,815
ONEDIGITAL - ATLANTA GA TOTAL$46,052
MARSH & MCLENNAN AGENCY LLC - DALLA$45,420
BPA TROXELL BENEFITS LLC TOTAL$45,313
HUB INTERNATIONAL GREAT PLAINS, LLC$45,038
GALLAGHER BENEFIT SERVICES, INC. TO$44,593
BCI INSURANCE SOLUTIONS INC TOTAL$43,747
DANIEL REID HULL TOTAL$43,537
MG RISK ADVISERS, INC. TOTAL$43,081
MARSH & MCLENNAN AGENCY LLC TOTAL$43,029
BROWN & BROWN KENTUCKY TOTAL$42,794
MARK JOSEPH MERUCCI TOTAL$42,366
WALKERHUGHES GROUP LLC TOTAL$42,334
AMES & GOUGH INS RISK MANAGEMENT IN$42,267
R&R INSURANCE SERVICES INC TOTAL$42,264
THE PARTNERS GROUP LLC TOTAL$41,216
RSC INSURANCE BROKERAGE TOTAL$41,011
MICHAEL B KELLY INSURANCE SERVICES$40,534
COASTAL WORKPLACE BENEFITS LLC TOTA$40,044
WORD & BROWN INS ADMINISTRATORS INC$39,882
ALKEME INSURANCE SERVICES, INC. TOT$39,522
RICHARDS BENEFITS & FINANCIAL SERVI$39,162
JEANA RENEE WALLACE TOTAL$38,592
NBI & ASSOCIATES LLC TOTAL$38,548
LEWIS-WATKINS-FARMER AGENCY INC TOT$36,893
LEVELUP PROS, LLC TOTAL$36,373
NEVONT LLC TOTAL$36,363
CREST INSURANCE GROUP LLC TOTAL$36,082
PATRIOT GROWTH INSURANCE SERVICES L$36,075
ACRISURE SW PARTNERS INS SERV LLC-$36,066
DONALD W TAPERT INS AGCY INC TOTAL$35,879
CLICK2BIND INSURANCE SERVICES INC T$35,868
MOUNTAIN WEST INS & FINANCIAL SVCS$35,818
CHAMPION INSURANCE & CONSULTING INC$35,679
ASSUREDPARTNERS OF MISSOURI, LLC TO$34,803
GEORGE PETERSEN INSURANCE AGENCY IN$34,796
FROST INSURANCE AGENCY INC TOTAL$34,745
MARSH & MCLENNAN AGENCY LLC- MINNEA$34,160
KYSAR MILLENNIUM LEAVITT INSURANCE$34,104
UNITED PRODUCERS GROUP LLC GA TOTAL$34,084
HENE WATSON ADVISORS LLC TOTAL$33,994
ONEDIGITAL - MISHAWAKA TOTAL$33,834
ASSUREDPARTNERS AZ DBA DBP TOTAL$33,739
VIZANCE BENEFITS, LLC TOTAL$33,337
RANDALL L RUSSELL TOTAL$33,075
FRED A MORETON & COMPANY TOTAL$33,053
MARCELLA L STOVIK TOTAL$33,048
IMA INC - OVERLAND PARK TOTAL$32,941
CRISTINA ELENA LEON-RIVERO TOT$32,655
MCCLONE AGENCY INC TOTAL$32,581
CAPITAL FINANCIAL PLC TOTAL$32,566
DOUGLAS C RUBY TOTAL$31,648
EMERSON ROGERS LLC AZ TOTAL$31,612
KEYSTONE INSURANCE & BENEFITS GROUP$37,074
HUNTER AGENCY LLC THE TOTAL$31,083
THE STRATEGIC GROUP INC TOTAL$30,753
LORA MOORE TOTAL$30,590
BEERE & PURVES INC TOTAL$30,068
BROWN & BROWN MN NORTH MANKATO TOTA$29,882
BROWN & BROWN LA LAFAYETTE TOTAL$29,882
UNITED PRODUCERS GROUP, LLC TOTAL$29,868
JANE ANN ARAMBEL TOTAL$29,800
ACRISURE TEXAS RISK ADV & INS SERV-$41,812
TONYA S BOOTH TOTAL$29,341
FOUNTAIN & ASSOCIATES TOTAL$29,277
CORISH & COMPANY INC TOTAL$29,139
BLUE CHIP CONSORTIUM LLC (THE) TOTA$28,756
2MH,LLC TOTAL$27,908
JOHN SNELLINGS INSURANCE AGENCY INC$27,901
NFP CORPORATE SERVICES (TX), LLC TO$27,412
INTERWEST INSURANCE SERVICES LLC TO$27,265
IMA INC - DALLAS TOTAL$27,139
INSURANCE GROUP INC THE TOTAL$26,983
ACRISURE SOUTHEAST PR INS SERV LLC-$47,660
HUB INTERNATIONAL SOUTH FLORIDA, LL$26,570
JOHN PIERACCI TOTAL$26,295
UPSHAW INSURANCE AGENCY INC TOTAL$26,095
SHEPARD & WALTON LIFE INS AGENCY IN$26,078
CHARLIE J MCELYA TOTAL$25,688
MOODY INSURANCE AGENCY INC TOTAL$25,548
EMERSON ROGERS LLC NC SC TOTAL$25,060
BRIAN IRA SHAPIRO TOTAL$25,003
CADENCE INSURANCE INC TOTAL$24,957
BENEFITS AMERICA INSURANCE SERVICES$24,935
R M BEASLEY & ASSOCIATES INC TOTAL$24,920
BURCHFIELD INSURANCE GROUP INC TOTA$24,890
THE BOON INSURANCE AGENCY INC TOTAL$24,848
BRIDGEWAY FINANCIAL INC TOTAL$24,828
COTTINGHAM & BUTLER INS SERVICES TO$24,741
THE JAMES B OSWALD COMPANY TOTAL$23,829
WELLER INVESTMENT & INSURANCE LLC T$23,475
MCGRIFF INSURANCE SERVICES TOTAL$23,316
ROBYN HAMLIN TOTAL$22,986
JAMES E MOORE INSURANCE AGENCY INC$22,749
THE HILB GROUP OF INDIANA, LLC TOTA$22,715
ANGUS MCRAE INSURANCE BROKERAGE SER$22,649
THE HILB GROUP OF SOUTH CAROLINA, L$22,599
HEALTH INSURANCE EXCHANGE AGENCY TO$22,209
DAVID D CERVA TOTAL$22,151
BOYD INSURANCE & INVESTMENT SERVICE$21,788
ONEDIGITAL - ARLINGTON HEIGHTS TOTA$21,751
JAMES P BENNETT & CO TOTAL$21,601
M&M BENEFIT GROUP LLC TOTAL$21,584
RPS BENEFITS BY DESIGN INC TOTAL$21,546
FIRST PERSON, INC. TOTAL$21,511
MATTHEW PAUL AHLERS TOTAL$21,425
MCGRIFF - LEXINGTON KY TOTAL$21,210
LEGACY BROKERS LLC TOTAL$21,190
REGINA CAROLYN COTTON TOTAL$21,127
WWW INSURANCE LLC TOTAL$20,558
ASSUREDPARTNERS OF ARIZONA, LLC TOT$20,464
TEAGUE FINANCIAL INSURANCE SERVICES$20,418
GBS COLORADO, LLC TOTAL$20,215
AVALON INSURANCE SERVICES, LLC TOTA$20,048
LANDMARK INSURANCE INC TOTAL$19,783
STERLING BENEFITS HOLDINGS LLC TOTA$19,706
METRO BENEFIT ADVISORS, LLC. TOTAL$19,582
MATTHEW JOSEPH SHEAHAN TOTAL$19,579
UNITED BENEFIT ADVISORS OF FL LLC T$19,457
MUTUAL MED INS SERVICES SOUTHEAST -$19,382
DAVID G HORNICK TOTAL$19,364
HUB INTERNATIONAL MIDWEST LTD TOTAL$19,201
TR HEDGE & ASSOCIATES INC TOTAL$19,114
DARREN MICHAEL GRIFFITH TOTAL$18,964
CENTERSTONE INSURANCE CALIFORNIA TO$18,931
EMERSON ROGERS LLC LA TOTAL$18,796
PARAGON PARTNERS LTD - UT TOTAL$18,762
GCG FINANCIAL LLC TOTAL$18,724
SEANN JEREMY SCHALLER TOTAL$18,708
ROSS & YERGER INSURANCE INC TOTAL$18,583
INTRUST BUSINESS PARTNERS LLC TOTAL$18,508
CYGANIAK PLANNING INC TOTAL$18,418
ACRISURE LLC TOTAL$18,404
NEW CITY EXECUTIVE INSURANCE SERVIC$18,324
THE JAMES GROUP, LLC TOTAL$18,247
CASTLE BENEFITS GROUP, INC TOTAL$18,150
FOUNDATION RISK PARTNERS CORP TOTAL$18,051
ALAIN GUY CHEVRIER TOTAL$17,759
SHIRAZI-MILLER BENEFITS LLC TOTAL$17,688
PATRICK W HULL TOTAL$17,673
BILLY L CLARK TOTAL$17,651
M E WILSON COMPANY LLC TOTAL$17,563
BROWN & BROWN ILLINOIS OAK BROOK TO$17,514
ASSURED PARTNERS OF FLORIDA LLC TOT$17,474
IMA INC - WICHITA TOTAL$17,450
SFP BENEFITS LLC TOTAL$17,431
IMA INC - PASADENA TOTAL$17,369
PROSPERO BENEFITS GROUP & INS SVCS$17,261
THE BENEFIT COMPANY TOTAL$17,005
BUSINESS PLANNING CONCEPTS INC TOTA$16,927
HUB INTERNATIONAL INS SVCS INC - NM$16,926
MARCY D SYKES TOTAL$16,905
WILLIAM RAY WILLIAMS TOTAL$16,600
KIBBLE & PRENTICE HOLDING COMPANY T$16,489
JEFFREY SCOTT JACKSON TOTAL$16,439
VIRGINIA ASSET MANAGEMENT LLC TOTAL$16,356
GABRIEL PAUL JANUSA TOTAL$16,295
SCOTT BRICK EASTMAN TOTAL$16,138
JACKSON HEALTH ADVISORS, LLC TOTAL$16,105
SKOLNIK BENEFIT SOLUTIONS TOTAL$16,064
JD RESLEY ASSOCIATES INC TOTAL$15,836
VALENT GROUP, LLC TOTAL$15,782
GALLAGHER BENEFIT SERVICES CORP TOT$15,768
PERKINS & ASSOCIATES FINANCIAL GROU$15,690
CANNADAY BLOOM WEALTH AND INS SERVI$15,559
BROWN & BROWN MN MINNEAPOLIS TOTAL$15,485
LONE STAR BENEFITS INC TOTAL$15,474
ROSS GILMORE ROGERS III TOTAL$15,471
RAYMOND VITEK JR TOTAL$15,443
COX SALES CORPORATION TOTAL$15,421
STEPHAN E CHEEK TOTAL$15,230
JOHN MARTIN RYAN TOTAL$15,115
VIRGIL E PENNEL JR TOTAL$14,991
LOCKTON COMPANIES LLC TOTAL$14,926
BENEFITRIVER LLC TOTAL$14,688
HAYS COMPANIES INC A BROWN & BROWN$14,672
GIA GROUP LLC TOTAL$14,620
GAY LYNN TURNER TOTAL$14,607
CT SOLUTIONS LTD TOTAL$14,559
KEYSTONE INSURANCE SERVICES INC TOT$14,541
MARSH & MCLENNAN AGENCY LLC-WALNUT$14,491
BROWN & BROWN FL TAMPA TOTAL$14,490
STEVEN HOLROYD WAY TOTAL$14,100
INSZONE INSURANCE SERVICES LLC TOTA$14,058
MARIO ELOY ROIZ TOTAL$14,043
ASSUREDPARTNERS OF MO LLC JEFFERSON$14,015
BANASKY AN ALERA INSURANCE AGENCY L$14,004
JAMES F TULLIS & ASSOCIATES INC TOT$13,999
KUHLMANN FINANCIAL SERVICES INC TOT$13,753
DAVID E BIEBER TOTAL$13,675
SHEPHERD & ASSOCIATES INS SVCS INC$13,411
JOSHUA D TAYLOR TOTAL$13,369
IMA, INC TOTAL$13,254
ANCO INS SVCS OF BRYAN/COLLEGE STAT$13,236
STRUNK INSURANCE GROUP INC THE TOTA$13,118
C.D. SIMONIAN INSURANCE INC TOTAL$13,083
SARAH KATHERINE MOSS TOTAL$13,080
EFFERENT SOLUTIONS, LLC TOTAL$12,973
MUTUAL MED INSURANCE SERVICES LLC T$12,968
SAGE BENEFIT ADVISORS, AN ALERA GRO$12,955
BENEFITSCAFE.COM TOTAL$12,910
J D ROSS INSURANCE & FINANCIAL SERV$12,673
ROBERT D TURNER JR TOTAL$12,650
COLT EMPLOYEE BENEFITS INS AGENCY I$12,638
THE HILB GROUP OF FLORIDA LLC TOTAL$12,632
CHARLES RIDLEY URQUHART TOTAL$12,585
MCGRIFF - WINSTON SALEM TOTAL$12,498
ROBERT DUKE TURNER JR TOTAL$12,485
INSURICA TX INSURANCE SERVICES, INC$12,452
EMPLOYEE BENEFIT SOLUTIONS INC TOTA$12,408
CRAIG STEPHEN RODRIGUE TOTAL$12,382
RISKPRO INSURANCE AGENCY LLC TOTAL$12,373
ABBRUZZO & ASSOCIATES TOTAL$12,265
MARSH & MCLENNAN AGENCY LLC - AUSTI$12,243
JAMES W CLEVELAND TOTAL$12,243
KAROL KIT CHUN TOTAL$12,237
JENNIFER ANN GOEDKEN TOTAL$12,115
JONES INSURANCE AGENCY, INC TOTAL$12,051
INSPIRE BENEFIT CONSULTANTS LLC TOT$11,997
BROWN & BROWN OREGON TOTAL$11,852
ACRISURE OF CALIFORNIA LLC TOTAL$11,586
JOEL H OWENS TOTAL$11,528
ROSS & COMPANY OF LA, INC TOTAL$11,401
ROBISON INSURANCE SERVICES, INC. TO$11,278
FRINGE BENEFIT SPECIALISTS INC TOTA$11,257
RENEE A STETLER TOTAL$11,098
QUICKBENEFITS, LLC TOTAL$10,976
KRISTOPHER PAUL STAMATIS TOTAL$10,744
CHARLES M BECKHAM III TOTAL$10,681
SANFORD INSURANCE, LLC TOTAL$10,672
LEWIS J YOUNG TOTAL$10,655
BARKER PHILLIPS JACKSON INC TOTAL$10,407
ALERA GROUP - ONALASKA TOTAL$10,397
EXCEL BENEFITS INC TOTAL$10,358
CORE NEVADA LLC TOTAL$10,292
ALTURA BENEFITS LLC TOTAL$10,276
JOHN THOMAS RIBISI TOTAL$10,263
BROWN & BROWN FL MAITLAND TOTAL$10,236
BROWN & BROWN INSURANCE SERVICES IN$10,101
MICHAEL G WALL TOTAL$10,092
WALLACE WELCH & WILLINGHAM INC TOTA$10,084
SENN DUNN INS, A MARSH & MCLENNAN A$10,052
WARNER PACIFIC INS SERVICES INC TOT$9,966
HUMMEL GROUP INC TOTAL$9,966
DIGITAL BENEFIT ADVISORS - CHICAGO$9,920
FOUNDATION RISK PARTNERS TOTAL$9,891
ACCRETIVE WHOLESALE INS SERVICES LL$9,888
KILPATRICK COMPANIES, LLC TOTAL$9,874
DONALD CURTIS GROH TOTAL$9,872
SILICON BENEFITS INC TOTAL$9,870
DONALD W KOERNER III TOTAL$9,846
DEBRA WHITE-STEPHENS TOTAL$9,845
DIGITAL BENEFIT ADVISORS - RALEIGH$9,788
PATRIOT GROWTH INSURANCE SERVICES,$9,729
SECURANCE CORPORATION AGENCY TOTAL$9,697
GROUP HEALTH CAPTIVES INC TOTAL$9,657
STERLING BENEFITS LLC TOTAL$9,616
BENECO OF WISCONSIN INC. TOTAL$9,576
KEVIN STANLEY SVETICH TOTAL$9,561
PRIMEGROUP INSURANCE SERVICES INC T$9,539
HST STL LLC TOTAL$9,453
INSURANCE BENEFIT CONNECTIONS INC T$9,445
JAMES AARON NEWTON TOTAL$9,389
INDIVIDUAL INSURANCE SOLUTIONS LLC$9,378
ASD INSURANCE AND FINANCIAL SERVICE$9,301
EMERSON ROGERS LLC PA DE TOTAL$9,270
MICHAEL D LANDRUM TOTAL$9,150
ZINN INSURANCE AGENCY LLC TOTAL$9,052
EMERSON ROGERS LLC GEORGIA TOTAL$9,022
JANICE H PALFENIER TOTAL$9,000
JOHN RIDGELY FRIGON TOTAL$8,981
PLYBON & ASSOCIATES INC TOTAL$8,897
LG INSURANCE MANAGEMENT SERVICES LP$8,896
THE BALDWIN GROUP SOUTHEAST, LLC TO$8,836
SIA GROUP INC TOTAL$8,836
STEPHEN LEON GIONIS TOTAL$8,777
CIA-LEAVITT INSURANCE AGENCY INC TO$8,714
GBS ARIZONA INC TOTAL$8,627
BUCKEYE INSURANCE AGENCY TOTAL$8,564
BKCW L P TOTAL$8,562
CORMANY AND CHUNG, LLC TOTAL$8,550
LKIS CORPORATION TOTAL$8,513
KENNY CHANG TOTAL$8,418
CREST INSURANCE GROUP OF COLORADO L$8,418
PAUL S HARDIN TOTAL$8,384
BENNIE INSURANCE, LLC TOTAL$8,260
EMERSON ROGERS LLC PBG TOTAL$8,147
JAMES P GRECO TOTAL$8,063
JEFFREY PAUL JOHNSON TOTAL$8,020
DAVID A HARVEY TOTAL$8,001
SCOTT ROBERT BUNKERS TOTAL$7,984
INSUREPOINTE OF TEXAS INC TOTAL$7,953
DONALD G WILKINS TOTAL$7,894
EBENCONCEPTS COMPANY - NC TOTAL$7,826
MCGRIFF - TAMPA TOTAL$7,811
SALT CPG INSURANCE AGENCY LLC TOTAL$7,754
CENTERSTONE INSURANCE - FLORIDA TOT$7,720
GRAYSTONE INSURANCE AGENCY LLC TOTA$7,675
PAUL A SMITH & CO OF COLORADO LTD T$7,575
PATTERSON & ASSOC INSURANCE AGENCY,$7,550
MARSH & MCLENNAN AGENCY, LLC TOTAL$7,402
MCGRIFF - GREENSBORO TOTAL$7,373
NEXT LEVEL INSURANCE AGENCY, LLC TO$7,361
CINDY ANN BORDEN TOTAL$7,271
PLASTRIDGE AGCY INC TOTAL$7,260
CHRISTOPHER A KEMPSTER TOTAL$7,149
FESSLER AGENCY INC TOTAL$7,052
DIGITAL BENEFIT ADVISORS - SOUTHERN$6,970
EMERSON ROGERS LLC RIVER VALLEY TOT$6,894
CORNERSTONE BROKER INS SERVICES AGC$6,814
FRINGE BENEFIT PLANS TOTAL$6,787
LEGACY FINANCIAL CONSULTING LLC TOT$6,778
M & O AGENCIES INC TOTAL$6,717
ACCORD FINANCIAL GROUP INC TOTAL$6,683
TIM K BLAIR TOTAL$6,508
ASSOCIATES AGENCY INC TOTAL$6,452
K&P BENEFITS CONSULTING GROUP, INC.$6,441
EMERSON ROGERS LLC MISSOURI TOTAL$6,390
JOSEPH C BRADLEY TOTAL$6,384
ROBERT LYNN CO INC THE TOTAL$6,369
VAN BEURDEN INSURANCE SERVICES INC$6,319
JOHN HADLEY HORSTMANN TOTAL$6,277
ACUMEN ADVISORS, INC. TOTAL$6,182
INGIN INC TOTAL$6,156
THOMAS MICHAEL DINELL TOTAL$6,149
EMERSON ROGERS LLC TAMPA TOTAL$6,131
ROGER D MURRAY TOTAL$6,126
JEROMIAH JOSEPH SCOTT TOTAL$6,058
SMARTER BENEFITS SOLUTIONS LLC TOTA$6,033
STONEWOLF BENEFITS INC TOTAL$6,019
TIMOTHY J HEBERT TOTAL$5,922
PLANMEDICA HEALTHCARE SOLUTIONS LLC$5,791
ACRISURE MIDWEST PARTNERS INS - MO$5,759
MARSH & MCLENNAN LLC - HOUSTON TOTA$5,719
STARKE AGENCY, LLC TOTAL$5,708
MUTUAL MED INSURANCE SERVICES SOUTH$5,512
HUNTINGTON INSURANCE INC TOTAL$5,505
KENNETH STOUTAMIRE TOTAL$5,450
ANNIE JEAN CASTRO TOTAL$5,408
EMERSON ROGERS LLC OH TOTAL$5,335
BROWN & BROWN TX HOUSTON TOTAL$5,253
EXCELSIOR INSURANCE BROKERAGE INC -$5,244
DANIEL LEE KIRVES II TOTAL$5,241
BUSINESS BENEFITS INC TOTAL$5,203
ARK BENEFITS INC TOTAL$5,189
CHRISTINE LEE TOTAL$5,174
CECIL W POWELL & COMPANY TOTAL$5,166
PATRICIA ANNE DAVIS TOTAL$5,135
ACOSTA INSURANCE GROUP TOTAL$5,130
ACCESS BENEFITS, INC TOTAL$5,098
ONI RISK PARTNERS, INC TOTAL$5,064
EMERSON ROGERS LLC NEW MEXICO TOTAL$5,016
CENTERSTONE INSURANCE GEORGIA TOTAL$5,016
MCGRIFF INSURANCE SERVICES - NC TOT$4,919
CARL J CHAVEZ TOTAL$4,885
SANDER JACOBS CASSAYRE & GRIFFIN IN$4,872
R W TROXELL & COMPANY TOTAL$4,861
EXCELSIOR INSURANCE BROKERAGE INC-S$4,800
BRINSON BENEFITS INC TOTAL$4,757
BENEFITS BROKER INC TOTAL$4,724
BELL INSURANCE SOLUTIONS LLC TOTAL$4,683
WOODS INS SERVICE INC TOTAL$4,650
STEVEN P BYRD TOTAL$4,562
ALLISON COMMERCIAL INS AGCY INC TOT$4,502
MARK EDWARD SLAGLE TOTAL$4,478
EMPOW3R BENEFITS, INC. TOTAL$4,455
BENEFITS ALLIANCE INSURANCE SERVICE$4,439
BENEFITMALL NY-CENTERSTONE INS & FI$4,432
JAMES G KENERLY TOTAL$4,387
JAMEY KNIGHT PUGH TOTAL$4,355
INTEGRATED INSURANCE SOLUTIONS INC$4,345
PHILIP A CAPLENOR TOTAL$4,330
PATRIOT CAPITAL SERVICES INC TOTAL$4,272
STACY ANNE BRYANT TOTAL$4,243
WILLIAM H LUCAS TOTAL$4,212
CHERRY CREEK INSURANCE AGENCY, INC.$4,196
MARK A BLONIARZ TOTAL$4,186
RENEE CLAIRE JORDAN TOTAL$4,169
OAKBRIDGE INSURANCE AGENCY LLC TOTA$4,165
LCM HOLDINGS LLC TOTAL$4,072
JAMES M GATHINGS TOTAL$4,051
DAVIDSON CAMP INSURANCE SERVICES, L$3,951
KINGBENEFITS INSURANCE SOLUTIONS IN$3,932
LICHTFUSS FINANCIAL SERVICES TOTAL$3,857
CASON GROUP INC GA TOTAL$3,821
THE PARTNERS GROUP LTD TOTAL$3,802
CRAIG DONALD GILBERT TOTAL$3,765
DAYTON SAYER INSURANCE AGENCY INC.$3,763
EMERSON ROGERS LLC ORLANDO TOTAL$3,742
T.I.C., INC AKA (THE) INSURANCE CEN$3,719
THORNBURG INSURANCE AGENCY INC. TOT$3,668
FRANCINE L PARVINO TOTAL$3,664
OWEN & ASSOCIATES, LLC TOTAL$3,644
AUTOMATIC DATA PROCESSING INS AGCY$3,579
ERNST CONSULTING SOLUTIONS INC TOTA$3,517
EXCELSIOR INSURANCE BROKERAGE INC-N$3,498
AMERICA'S BENEFITS CENTER, LLC TOTA$3,476
MATTHEW KIM DINKEL TOTAL$3,475
BOWEN MICLETTE & BRITT INS AGENCY L$3,367
PROFESSIONAL GROUP PLANS, INC TOTAL$3,321
BRIAN V KLUMB TOTAL$3,316
ANGELO S SAAKE TOTAL$3,230
THOMAS JAMES RINGNESS TOTAL$3,172
WORD & BROWN INS ADM INC TOTAL$3,162
THE HEALTH INSURANCE EXCHANGE, LLC$3,148
THE RISK MANAGEMENT GROUP INC TOTAL$3,110
SAMUEL BRYAN PERRY TOTAL$3,077
NJE INSURANCE SERVICES INC TOTAL$3,063
RENA M CROCHET TOTAL$3,001
ASSURANCE LTD TOTAL$2,998
GEORGE C CHOBANY TOTAL$2,995
WINTON-IRELAND INSURANCE AGENCY INC$2,985
STEVEN LEE GILBERT TOTAL$2,984
DANIEL H MURPHY TOTAL$2,958
LIBERTY COMPANY INS BROKERS, LLC, T$2,914
SMITH MCGEHEE LLC TOTAL$2,862
AXION RMS LTD TOTAL$2,843
ROBERT K LEVY III TOTAL$2,776
NFP CA INSURANCE SERVICES, INC. TOT$2,742
THOMPSON RISK II, LLC TOTAL$2,739
SCOTT THOMAS BRANDT TOTAL$2,720
WENDY K BELDEN TOTAL$2,705
PETER G SCHERMER TOTAL$2,691
CLARKADAMSON, LLC TOTAL$2,624
FORUM BENEFITS INC TOTAL$2,566
CHARLES A SCHOOLFIELD TOTAL$2,551
CELERITY ADVISORS LLC TOTAL$2,506
ADVANCED ESTATE & INSURANCE SERVICE$2,490
UNITED BENEFIT ADVISORS OF FLORIDA$2,468
ASSUREDPARTNERS OF VIRGINIA LLC TOT$2,382
DIGITAL BENEFIT ADVISORS - CHARLOTT$2,351
PARTNERS BENEFIT GROUP LLC TOTAL$2,306
FOSTER BENEFIT RESOURCES INC TOTAL$2,263
EMERSON ROGERS LLC OKLAHOMA TOTAL$2,236
QUERBES & NELSON A PARTNERSHIP TOTA$2,232
KAREN SUE PREISSER TOTAL$2,231
EXCELSIOR INSURANCE BROKERAGE INC T$2,160
ASSUREDPARTNERS OF INDIANA LLC TOTA$2,160
COX SALES CORP TOTAL$2,142
ASSUREDPARTNERS AZ DBA HESTER HEITE$2,103
VITA INSURANCE ASSOCIATES INC TOTAL$2,091
PCF INSURANCE SERVICES OF THE WEST$2,060
BENCHMARK BENEFITS LLC TOTAL$81,374
PAUL LESLIE WAVROCK TOTAL$2,028
CLEVELAND BROWN JR TOTAL$2,015
ASSOCIATES HEALTH GROUP LLC TOTAL$1,984
THE BOTTOMS GROUP LLC TOTAL$1,943
GROUP BENEFITS LTD TOTAL$1,937
ASSUREDPARTNERS GREAT PLAINS LLC TO$1,930
PARAGON PARTNERS LTD - NM TOTAL$1,906
SMITH, JERRY L TOTAL$1,870
BROKER SOURCE LLC TOTAL$1,836
EMERSON ROGERS LLC MINNESOTA TOTAL$1,788
BENEFIT CONCEPTS, INC. TOTAL$1,787
TREVOR T CROLEY TOTAL$1,743
ROGERS BENEFIT GROUP INC TOTAL$1,724
INSURORS OF TEXAS GENERAL AGENCY IN$1,705
CLARKADAMSON LLC TOTAL$1,677
EMERSON ROGERS LLC NJ NY TOTAL$1,649
ROBERT EUGENE LINGLE TOTAL$1,646
JOSEPH A JOHNSON TOTAL$1,579
EUGENE EDWIN BAYNON TOTAL$1,571
REX SHANE SLOVER TOTAL$1,568
STEPHEN B MARVIN AGENCY INC TOTAL$1,541
LEAVITT CENTRAL COAST INSURANCE SVC$1,476
MDL CORPORATE BENEFITS INC TOTAL$1,464
LOWDERMILK & ASSOCIATES, INC TOTAL$1,458
INGIN, INC. TOTAL$1,453
AMERICAN HEALTHCARE GROUP INC TOTAL$1,447
EMERSON ROGERS LLC MICHIGAN TOTAL$1,412
ALEXANDER FRANK RASCIONATO TOT$1,412
BENEFIT INDEMNITY CORPORATION TOTAL$1,376
HPGA, LLC TOTAL$1,261
EMERSON ROGERS LLC AUSTIN TOTAL$1,234
PENNEL, VIRGIL E TOTAL$1,205
BRG INSURANCE SOLUTIONS, LLC TOTAL$1,203
JA BENEFITS LLC TOTAL$1,199
BLACK GOULD & ASSOC. TOTAL$1,165
ROGERS BENEFIT GROUP INC ORLANDO TO$1,151
ALLIANCE INSURANCE AGENCY LLC TOTAL$1,146
ROGERS BENEFIT GROUP INC - CALIFORN$1,088
HOLMES MURPHY & ASSOCIATES TOTAL$1,077
STUCKEY INSURANCE & ASSOC AGENCY TO$1,074
ORNELLAS & ASSOCIATES INSURANCE SER$1,069
EMERSON ROGERS LLC JACKSONVILLE TOT$948
EMERSON ROGERS LLC ILLINOIS TOTAL$933
MILWAUKEE BENEFITS LLC TOTAL$928
TRUCORDIA INSURANCE SERVICES, LLC T$920
BROWN & BROWN OF LOUISIANA TOTAL$920
CONNOR & GALLAGHER BENEFIT SERVICES$916
KEVIN SALTZMAN INC. TOTAL$912
TEXAS BENEFIT SOLUTIONS INC TOTAL$874
DELTA 4 BENEFITS LLC TOTAL$830
W D CAMPBELL & SON INC TOTAL$775
INSURANCE SERVICES OF SAN FRANCISCO$747
BROWN & BROWN CA ANAHEIM TOTAL$721
JOHN B WILLIAMS JR TOTAL$684
GRAHAM ADVISORY CORPORATION TOTAL$641
TURNER JR, ROBERT D TOTAL$631
STUCKEY INSURANCE & ASSOCIATES AGEN$607
JOHN O BRONSON CO INC TOTAL$599
ROGERS BENEFIT GROUP INC - AUSTIN T$596
EHEALTHINSURANCE SERVICES INC TOTAL$573
LIFETIME BENEFITS LLC TOTAL$550
ROGERS BENEFIT GROUP INC - GEORGIA$520
JOHN E HORSTMANN FIN & INS SVCS TOT$498
MICHELETTI INC TOTAL$474
ROBERTSON RYAN & ASSOCIATES INC TOT$465
PRYCE M HAYNES III TOTAL$456
FAUBLE INS AGENCY INC TOTAL$394
EMERSON ROGERS LLC NY TOTAL$336
ROGERS BENEFIT GROUP INC - JACKSONV$324
VEROS INSURANCE GROUP LLC TOTAL$304
PAPERLESS BENEFIT SOLUTIONS INS SVS$233
ROGERS BENEFIT GROUP INC - ILLINOIS$187
LIBERTY INS GROUP INC - FORSITE BEN$168
INSZONE INSURANCE SERVICES INC TOTA$147
LOCKTON COMPANIES, LLC (PACIFIC SER$140
ROGERS BENEFIT GROUP INC - MICHIGAN$113
FREEMAN, WILL & NIEMEIER, INC TOTAL$90
STERLING SEACREST PRITCHARD, INC. T$68
ERICKSON FINANCIAL SERVICES TOTAL$42
ASSUREDPARTNERS OF MO LLC - INDEPEN$40
TUTTON & ASSOCIATES INS SERVICES IN$32
AFFINITY GROUP BENEFITS LLC TOTAL$30
APEX BENEFITS GROUP INC TOTAL$26
ROGERS BENEFIT GROUP INC - MISSOURI$23
DKG INS. & FINANCIAL SERVICES DBA B$16
RSC INSURANCE BROKERAGE INC. TOTAL$15
CENTERSTONE INS AND FIN SERVICES DB$13
DKG INSURANCE & FINANCIAL SERVICES,$7
ROGERS BENEFIT GROUP INC PBG TOTAL$4
ADVIANT INC TOTAL$3
13 individual agents · names withheld$4,890

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 436078303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.