Plan Ledger DOL Form 5500 · updated monthly

Aspida Financial Services, LLCbenefits

Aspida Financial Services, LLC Employee Benefits Plan · DURHAM, NC · plan year 2025

Broker compensation reported · 2025
$101,007

Aspida Financial Services, LLC's benefits plans covered 196 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $155,404. Insurance brokers and agents were paid $101,007 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 65.0% of premiums. That is $515 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 21% from $127,081 in 2024.

Insurance contracts · 20257
DELTA DENTAL OF NORTH CAROLINA · dental$155K · 352 covered
VISION SERVICE PLAN · visionpremiums n/a · 151 covered
BLUECROSS AND BLUESHIELD OF NORTH CAROLINA · health drug ppopremiums n/a · 176 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 198 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 100 covered
UNUM INSURANCE COMPANYpremiums n/a · 91 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 214 covered
Brokers & agents paid · 20256
RUSSELL C CARTER$44,200
JAMES A SCOTT & SON INC$41,074 · incl $3,922 fees
MOSAIC GROUP SERVICES LLC$13,524 · incl $13,524 fees
JAMES A SCOTT & SON, INC$2,036

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 474223933 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.