Plan Ledger DOL Form 5500 · updated monthly

David Allen Company Incbenefits

David Allen Company, Inc. Employee Benefit Plan · RALEIGH, NC · plan year 2025

Previously filed as David Allen Company, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$32,376

David Allen Company Inc's benefits plans covered 170 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $32,376 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $190 per covered person, above the median for employer plans that report broker pay. Broker pay fell 40% from $54,124 in 2024.

Insurance contracts · 20252
AMERITAS LIFE INSURANCE CORP · dental visionpremiums n/a · 316 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 165 covered
Brokers & agents paid · 20253
MARSH & MCLENNAN AGENCY LLC$15,693 · incl $4,231 fees
MOSAIC GROUP SERVICES, LLC$6,502 · incl $6,502 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 560889788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.