Plan Ledger DOL Form 5500 · updated monthly

Covey Equity Holdings, LLCbenefits

Covey Equity Holdings, LLC Health and Welfare Plan · COLUMBUS, GA · plan year 2025

Broker compensation reported · 2025
$289,339

Covey Equity Holdings, LLC's benefits plans covered 589 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $289,339 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $491 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 13% from $255,472 in 2024.

Insurance contracts · 20252
BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. · health dental vision ppopremiums n/a · 638 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 589 covered
Brokers & agents paid · 20254
MARSH & MCLENNAN AGENCY, LLC$178,026 · incl $1,534 fees
IRONWOOD BENEFITS ADVISORY SERVICES$33,827 · incl $24,287 fees
EA LEGACY LLC$12,081 · incl $12,081 fees
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 853774319 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.