Plan Ledger DOL Form 5500 · updated monthly

'&Partners, LLCbenefits

'&Partners, LLC Health & Welfare Benefit Plan · NASHVILLE, TN · plan year 2025

Broker compensation reported · 2025
$284,336

'&Partners, LLC's benefits plan covered 658 active participants in 2025, providing dental · vision · life · short-term disability · long-term disability · other · health. Insurance brokers and agents were paid $284,336 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $432 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20252
PRINCIPLE LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 1,271 covered
BLUERE OF TENNESSEE · healthpremiums n/a · 902 covered
Brokers & agents paid · 20252
BENEFITS INC$245,678 · incl $41,655 fees
KEVIN S SMITH$38,658
Also brokered by Benefits Inc5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 621627736 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.