Plan Ledger DOL Form 5500 · updated monthly

Diversified Service Options, Inc. dba Guidewell Sourcebenefits

Diversified Service Options Inc Welfare Benefits Plan · JACKSONVILLE, FL · plan year 2025

Broker compensation reported · 2025
$135,985

Diversified Service Options, Inc. dba Guidewell Source's benefits plans covered 2,206 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $1,277,471. Insurance brokers and agents were paid $135,985 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 10.6% of premiums. That is $62 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 3.3% from $140,569 in 2024.

Insurance contracts · 20256
STANDARD INSURANCE COMPANY · std$721K · 2,926 covered
STANDARD INSURANCE COMPANY · ltd$556K · 2,081 covered
BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. · visionpremiums n/a · 1,955 covered
FLORIDA COMBINED LIFE · dental ppopremiums n/a · 2,084 covered
USABLE LIFEpremiums n/a · 68 covered
USABLE LIFE · lifepremiums n/a · 2,356 covered
Brokers & agents paid · 20252
LINCOLN INVESTMENT PLANNING LLC$76,349 · incl $7,533 fees
LINCOLN INVESTMENT PLANNING$59,636 · incl $6,502 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 593514333 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.