Plan Ledger DOL Form 5500 · updated monthly

Beechmont Investments, Inc.benefits

Beechmont Investments, Inc. Employee Benefit Plan · CINCINNATI, OH · plan year 2025

Broker compensation reported · 2025
$68,384

Beechmont Investments, Inc.'s benefits plans covered 144 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $76,538. Insurance brokers and agents were paid $68,384 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 89.3% of premiums. That is $475 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 118% from $31,370 in 2024.

Insurance contracts · 20254
SUPERIOR DENTAL CARE · dental$77K · 188 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 314 covered
NATIONAL VISION ADMINISTRATORS LLC · visionpremiums n/a · 255 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 116 covered
Brokers & agents paid · 20252
MARSH AND MCLENNAN AGENCY$62,283 · incl $40,196 fees
FREESTONE FINANCIAL, LLC$6,101
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 311125760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.