Plan Ledger DOL Form 5500 · updated monthly

Cary Street Partners Financial LLCbenefits

Cary Street Partners Financial LLC Employee Benefits Plan · RICHMOND, VA · plan year 2025

Broker compensation reported · 2025
$18,739

Cary Street Partners Financial LLC's benefits plans covered 170 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $165,547. Insurance brokers and agents were paid $18,739 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 11.3% of premiums. That is $110 per covered person, below the median for employer plans that report broker pay. Broker pay rose 35% from $13,907 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF VIRGINIA · dental$166K · 350 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 169 covered
VISION SERVICE PLAN · visionpremiums n/a · 126 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 133 covered
Brokers & agents paid · 20255
JAMES A. SCOTT & SON, INC$3,779
JAMES A SCOTT & SON INC$11,137 · incl $2,814 fees
WATCHTOWER BENEFITS, LLC$2,032 · incl $2,032 fees
WATCHTOWER TECHNOLOGIES INC DBA$1,665
Also brokered by James a. Scott & Son, Inc5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 200544286 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.