Plan Ledger DOL Form 5500 · updated monthly

Bartolotta Management Groupbenefits

Bartolotta Management Group Employee Benefits Plan · MILWAUKEE, WI · plan year 2025

Broker compensation reported · 2025
$69,947

Bartolotta Management Group's benefits plans covered 243 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $69,947 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $288 per covered person, above the median for employer plans that report broker pay. Broker pay rose 1.0% from $69,221 in 2024.

Insurance contracts · 20252
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 156 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 242 covered
Brokers & agents paid · 20253
R&R INS SER INC$40,551 · incl $35,662 fees
R & R INSURANCE SERVICES INC$18,731 · incl $5,800 fees
R&R INSURANCE SERVICES INC.$10,665 · incl $10,665 fees
Also brokered by R&R Ins Ser Inc1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 364664228 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.