Plan Ledger DOL Form 5500 · updated monthly

Blue Trust Inc.benefits

Blue Trust Inc. Welfare Benefits Plan · ALPHARETTA, GA · plan year 2025

Previously filed as Blue Trust, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$90,554

Blue Trust Inc.'s benefits plans covered 438 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $90,554 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $207 per covered person, above the median for employer plans that report broker pay. Broker pay rose 5.8% from $85,555 in 2024.

Insurance contracts · 20256
UNUM INSURANCE COMPANYpremiums n/a · 35 covered
UNUM INSURANCE COMPANYpremiums n/a · 76 covered
UNUM INSURANCE COMPANYpremiums n/a · 79 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 89 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 438 covered
Brokers & agents paid · 20253
MARSH & MCLENNAN AGENCY LLC$14,121 · incl $11,622 fees
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 853932468 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.