Plan Ledger DOL Form 5500 · updated monthly

Bogart Associates of Northern Va, LLCbenefits

Bogart Associates of Northern Virginia, LLC Health and Welfare Plan · RESTON, VA · plan year 2025

Broker compensation reported · 2025
$65,358

Bogart Associates of Northern Va, LLC's benefits plans covered 198 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $65,358 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $330 per covered person, above the median for employer plans that report broker pay. Broker pay fell 28% from $90,674 in 2024.

Insurance contracts · 20259
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 196 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 195 covered
MUTUAL OF OMAHA INSURANCE COMPANYpremiums n/a · 212 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dentalpremiums n/a · 183 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 196 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · visionpremiums n/a · 186 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 63 covered
CLARITY BENEFIT SOLUTIONSpremiums n/a · 87 covered
Brokers & agents paid · 20253
CAPITAL GROUP BENEFITS LLC$37,449 · incl $709 fees
GIS BENEFITS INC$9,437 · incl $9,437 fees
MCGRIFF INSURANCE SERVICES INC$18,472 · incl $18,472 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 432012065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.