Plan Ledger DOL Form 5500 · updated monthly

David Mason & Associatesbenefits

David Mason & Associates Wrap Doc. · ST. LOUIS, MO · plan year 2025

Broker compensation reported · 2025
$72,029

David Mason & Associates's benefits plans covered 100 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $72,029 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $720 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 2.0% from $73,513 in 2024.

Insurance contracts · 20253
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 111 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental visionpremiums n/a · 115 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 106 covered
Brokers & agents paid · 20255
THE THOMAS MORGAN GROUP, INC.$11,483
CARAVUS, LLC$35,910 · incl $26,492 fees
TODD ORGANIZATION, LLC$6,170 · incl $6,170 fees
ASSUREDPARTNERS$18,282 · incl $13,078 fees
TRUE NETWORK ADVISORS$184

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 431514955 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.