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