Plan Ledger DOL Form 5500 · updated monthly

Efpr Advisory LLCbenefits

Efpr Advisory LLC Employee Benefits Plan · ROCHESTER, NY · plan year 2025

Broker compensation reported · 2025
$19,112

Efpr Advisory LLC's benefits plan covered 98 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $19,112 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $195 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20256
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · lifepremiums n/a · 122 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · stdpremiums n/a · 29 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · ltdpremiums n/a · 120 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · lifepremiums n/a · 43 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 80 covered
TOKIO MARINE · stop-losspremiums n/a · 80 covered
Brokers & agents paid · 20253
LAWLEY, LLC$5,484 · incl $3,062 fees
LAWLEY LLC$13,616 · incl $3,656 fees
ALLIANCE FINANCIAL NETWORK, IN$12
Also brokered by Lawley, LLC5
Brylin Hospital NY$38,340

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 333303535 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.