Plan Ledger DOL Form 5500 · updated monthly

Edfinancial Holdings, LLCbenefits

Edfinancial Holdings, LLC Health and Welfare Plan · KNOXVILLE, TN · plan year 2025

Broker compensation reported · 2025
$188,319

Edfinancial Holdings, LLC's benefits plans covered 1,394 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $3,530,234. Insurance brokers and agents were paid $188,319 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.3% of premiums. That is $135 per covered person, below the median for employer plans that report broker pay. Broker pay rose 4.4% from $180,308 in 2024.

Insurance contracts · 20255
BLUECROSS BLUESHIELD OF TENNESSEE, INC. · health drug$3.5M · 760 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 1,079 covered
EMPLOYEE NETWORK, INC.premiums n/a · 717 covered
MED INVESTORS DEVELOPMENT, LLC DBA ONE TO ONE HEALTHpremiums n/a · 654 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,394 covered
Brokers & agents paid · 20254
ROBERT PEACE$121,528
THE BALDWIN GROUP WEST, LLC$11,483 · incl $11,483 fees
BALDWIN KRYSTYN SHERMAN PTRS., LLC$5,567
Also brokered by Robert Peace3

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 205316418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.