Plan Ledger DOL Form 5500 · updated monthly

Dealer-Fxbenefits

Dealer-Fx Health and Welfare Plan · KENOSHA, WI · plan year 2025

Broker compensation reported · 2025
$38,631

Dealer-Fx's benefits plans covered 112 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $38,631 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $345 per covered person, above the median for employer plans that report broker pay. Broker pay fell 53% from $82,552 in 2024.

Insurance contracts · 20259
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 113 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 113 covered
AETNA LIFE INSURANCE COMPANY · health drug dental vision ppopremiums n/a · 174 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 113 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 65 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 36 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental vision ppopremiums n/a · 267 covered
UNITEDHEALTHCARE INSURANCE COMPANY · life std ltdpremiums n/a · 201 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 21 covered
Brokers & agents paid · 20252
SULLIVAN CURTIS MONROE INS. SVCS.$32,756 · incl $9,855 fees
EMERSON ROGERS, LLC$5,875 · incl $5,875 fees
Also brokered by Sullivan Curtis Monroe Ins. Svcs.5
Arete Associates CA$338,359

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 261252505 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.