Plan Ledger DOL Form 5500 · updated monthly

Clark Capital Management Group Incbenefits

Clark Capital Management Group Welfare Benefit Plan · PHILADELPHIA, PA · plan year 2025

Broker compensation reported · 2025
$12,364

Clark Capital Management Group Inc's benefits plans covered 151 active participants in 2025, providing life · dental · vision · short-term disability · long-term disability · other · health. Insurance brokers and agents were paid $12,364 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $82 per covered person, below the median for employer plans that report broker pay. Broker pay fell 9.5% from $13,660 in 2024.

Insurance contracts · 20252
GUARDIAN · dental visionpremiums n/a · 132 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 152 covered
Brokers & agents paid · 20252
BIRCH BENEFITS LLC$9,392 · incl $4,486 fees
UNITED OF OMAHA LIFE INSURANCE CO$2,972 · incl $2,972 fees
Also brokered by Birch Benefits LLC5
Playfly Sports PA$47,859

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 232420504 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.