Plan Ledger DOL Form 5500 · updated monthly

Dimensional Investment, LLCbenefits

Dimensional Investment LLC Health and Welfare Plan · AUSTIN, TX · plan year 2025

Broker compensation reported · 2025
$23,929

Dimensional Investment, LLC's benefits plans covered 1,161 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $23,929 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $21 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 20% from $19,869 in 2024.

Insurance contracts · 20252
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 1,268 covered
FIRST UNUM LIFE INSURANCE COMPANYpremiums n/a · 1 covered
Brokers & agents paid · 20251
MARSH & MCLENNAN AGENCY LLC$23,929 · incl $23,929 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 271346874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.