Plan Ledger DOL Form 5500 · updated monthly

Consolidated Asset Management Services, LLCbenefits

Consolidated Asset Management Services LLC Health Care Plan · HOUSTON, TX · plan year 2025

Broker compensation reported · 2025
$298,101

Consolidated Asset Management Services, LLC's benefits plans covered 1,912 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $30,342. Insurance brokers and agents were paid $298,101 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 982.5% of premiums. That is $156 per covered person, below the median for employer plans that report broker pay. Broker pay rose 13% from $264,927 in 2024.

Insurance contracts · 20256
TRIPLE S SALUD, INC. · health drug dental$30K · 5 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1,912 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 1,912 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug dental vision hmopremiums n/a · 33 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 289 covered
EYEMED VISION CARE · visionpremiums n/a · 2,275 covered
Brokers & agents paid · 20252
EDGEWOOD PARTNERS INSURANCE CENTER$275,601 · incl $52,314 fees
EDGEWOOD PARTNES INSURANCE CENTER$22,500 · incl $22,500 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 412239010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.