Plan Ledger DOL Form 5500 · updated monthly

Adapt Forward LLCbenefits

Adapt Forward Employee Health and Welfare Plan · NORTH CHARLESTON, SC · plan year 2025

Broker compensation reported · 2025
$139,936

Adapt Forward LLC's benefits plan covered 313 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $139,936 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $447 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20259
PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. · stdpremiums n/a · 15 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dentalpremiums n/a · 39 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 313 covered
HARTFORD ACCIDENT AND LIFE INSURANCE COMPANY · healthpremiums n/a · 16 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 166 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 143 covered
CURALINC LLCpremiums n/a · 151 covered
KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 19 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 167 covered
Brokers & agents paid · 20257
THE CASON GROUP, INC.$34,139 · incl $34,139 fees
BROWN & BROWN OF SOUTH CAROLINA INC$24,919 · incl $51 fees
THE CASON GROUP INC.$24,955 · incl $10,698 fees
BROWN AND BROWN OF SOUTH CAROLINA I$7,394 · incl $102 fees
Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 464655562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.