Plan Ledger DOL Form 5500 · updated monthly

Anchor Partners, LLCbenefits

Anchor Partners LLC Health and Welfare Benefit Plan · SOUTHLAKE, TX · plan year 2025

Broker compensation reported · 2025
$295,259

Anchor Partners, LLC's benefits plans covered 1,029 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $295,259 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $287 per covered person, above the median for employer plans that report broker pay. Broker pay fell 13% from $339,434 in 2024.

Insurance contracts · 20253
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental visionpremiums n/a · 2,061 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,027 covered
Brokers & agents paid · 20252
SBP, LLC$12,119 · incl $12,119 fees
ALLIANT INSURANCE SERVICES, INC.$283,140 · incl $132,337 fees
Also brokered by Sbp, LLC3

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 301117599 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.