Plan Ledger DOL Form 5500 · updated monthly

Bridge Investment Group Holdings LLCbenefits

Bridge Investment Group Holdings LLC Employee Benefits Plan · SANDY, UT · plan year 2025

Broker compensation reported · 2025
$61,829

Bridge Investment Group Holdings LLC's benefits plans covered 597 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $61,829 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $104 per covered person, below the median for employer plans that report broker pay. Broker pay fell 23% from $80,536 in 2024.

Insurance contracts · 20255
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 455 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 134 covered
VISION SERVICE PLAN · visionpremiums n/a · 440 covered
PRE-PAID LEGAL SERVICES DBA LEGALSHIELDpremiums n/a · 63 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 1,052 covered
Brokers & agents paid · 20253
FMLASOURCE, INC.$28,804 · incl $28,804 fees
LOVITT AND TOUCHE, INC.$2,887
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 454084424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.