Plan Ledger DOL Form 5500 · updated monthly

Beyond Finance, LLC.benefits

Beyond Finance Employee Welfare Benefit Plan · HOUSTON, TX · plan year 2025

Broker compensation reported · 2025
$157,946

Beyond Finance, LLC.'s benefits plans covered 2,649 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $157,946 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $60 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 22% from $129,548 in 2024.

Insurance contracts · 20254
RELIASTAR LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 3,535 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 2,738 covered
AETNA LIFE INSURANCE CO. · health drug dental vision ppopremiums n/a · 3,573 covered
AETNA HEALTH, INC. · health drug hmopremiums n/a · 89 covered
Brokers & agents paid · 20253
HUB INTERNATIONAL INS SVCS INC.$94,627 · incl $94,627 fees
ADP, INC$5,824 · incl $5,824 fees
Also brokered by HUB International5
Rfe/Rl, Inc. DC$1,044,707

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 274222275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.