Plan Ledger DOL Form 5500 · updated monthly

Annex Wealth Managementbenefits

Annex Wealth Management Benefit Plan · BROOKFIELD, WI · plan year 2025

Broker compensation reported · 2025
$39,497

Annex Wealth Management's benefits plans covered 153 active participants in 2025, providing health · dental · vision · life · death benefits · short-term disability · long-term disability · other. Insurance premiums totaled $85,026. Insurance brokers and agents were paid $39,497 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 46.5% of premiums. That is $258 per covered person, above the median for employer plans that report broker pay. Broker pay fell 16% from $47,168 in 2024.

Insurance contracts · 20255
DELTA DENTAL OF WISCONSIN · dental$85K · 86 covered
HEALTH ADVOCATE SOLUTIONS, INC.premiums n/a · 158 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 188 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 145 covered
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 90 covered
Brokers & agents paid · 20253
COTTINGHAM & BUTLER INS SERVICES$22,143 · incl $22,143 fees
COTTINGHAM AND BUTLER$12,076 · incl $3,350 fees
Also brokered by Cottingham & Butler Ins Services5
Sign-Zone, LLC MN$118,432

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 680524298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.