Plan Ledger DOL Form 5500 · updated monthly

Colonial Management Group, LPbenefits

Colonial Management Group, LP · MAITLAND, FL · plan year 2025

Broker compensation reported · 2025
$244,821

Colonial Management Group, LP's benefits plans covered 1,012 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $244,821 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $242 per covered person, above the median for employer plans that report broker pay. Broker pay fell 25% from $324,487 in 2024.

Insurance contracts · 20253
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 434 covered
RELIANCEMATRIX · dental visionpremiums n/a · 1,977 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,012 covered
Brokers & agents paid · 20257
FBMC BENEFITS MANAGEMENT INC$28,086
BT VENTURE LLC$2,792
SARA RACHLIN AND OTHER AGENTS$158
3 individual agents · names withheld$858

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Digital Insurance, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 061493144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.