Plan Ledger DOL Form 5500 · updated monthly

Arete Advisors, LLCbenefits

Arete Welfare Plan · BOCA RATON, FL · plan year 2025

Broker compensation reported · 2025
$67,284

Arete Advisors, LLC's benefits plans covered 213 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $67,284 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $316 per covered person, above the median for employer plans that report broker pay. Broker pay fell 12% from $76,300 in 2024.

Insurance contracts · 20255
PRINCIPAL LIFE INSURANCE COMPANY · visionpremiums n/a · 567 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 213 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health hmopremiums n/a · 2 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 213 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 213 covered
Brokers & agents paid · 20253
THE NIA GROUP$25,730 · incl $2,212 fees
EAST REGION$3,456 · incl $3,456 fees
Also brokered by The Nia Group5
Healogics, LLC FL$24,721
Year Up, Inc. MA$21,465

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 813930932 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.