Plan Ledger DOL Form 5500 · updated monthly

Barratt Assset Management, LLCbenefits

The Bam Companies Employee Benefit Plan · INDIANAPOLIS, IN · plan year 2025

Broker compensation reported · 2025
$39,912

Barratt Assset Management, LLC's benefits plans covered 179 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $39,912 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $223 per covered person, above the median for employer plans that report broker pay. Broker pay rose 45% from $27,602 in 2024.

Insurance contracts · 20252
AMERICAN UNITED LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 179 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 125 covered
Brokers & agents paid · 20252
GALLAGHER BENEFIT SERVICES, INC.$33,299 · incl $8,035 fees
BH TPA SERVCES, LLC$6,613 · incl $6,613 fees
Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 273083303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.