Plan Ledger DOL Form 5500 · updated monthly

Alliance Sales & Marketing/Nc, Inc.benefits

Alliance Sales & Marketing/Nc, Inc. Welfare Benefit Plan · CHARLOTTE, NC · plan year 2025

Broker compensation reported · 2025
$144,356

Alliance Sales & Marketing/Nc, Inc.'s benefits plans covered 284 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $144,356 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $508 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 88% from $76,757 in 2024.

Insurance contracts · 20254
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drugpremiums n/a · 296 covered
STARMOUNT LIFE INSURANCE COMPANY · dental visionpremiums n/a · 213 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 284 covered
UNUM LIFE INSURANCE COMPANYpremiums n/a · 107 covered
Brokers & agents paid · 20253
MOSAIC GROUP SERVICES, LLC$27,385 · incl $27,385 fees
GALLAGHER BENEFIT SERVICES, INC.$98,242 · incl $25,902 fees
JAMES R. NELLIGAN & ASSOCIATES$18,729 · incl $13,986 fees
Also brokered by Mosaic Group Services, LLC5
Ncino, Inc. NC$81,211

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 201308507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.