Plan Ledger DOL Form 5500 · updated monthly

Arlington/Roe & Co., Inc.benefits

Arlington/Roe and Co., Inc. Welfare Benefit Plan · INDIANAPOLIS, IN · plan year 2024

Previously filed as Arlington/Roe and Co., Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$86,007

Arlington/Roe & Co., Inc.'s benefits plans covered 236 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $147,788. Insurance brokers and agents were paid $86,007 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 58.2% of premiums. That is $364 per covered person, above the median for employer plans that report broker pay. Broker pay rose 52% from $56,696 in 2023.

Insurance contracts · 20249
DELTA DENTAL OF INDIANA · dental$130K · 309 covered
DELTA DENTAL OF INDIANA · vision$17K · 302 covered
TELADOC HEALTH, INC. · healthpremiums n/a · 245 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 236 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 236 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 236 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 124 covered
Brokers & agents paid · 20242
CENTRO BENEFITS RESEARCH LLC$15,860 · incl $15,860 fees
APEX BENEFITS GROUP, INC.$70,147 · incl $6,350 fees
Also brokered by Centro Benefits Research LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 351150545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.