Plan Ledger DOL Form 5500 · updated monthly

Elevate Pfs Holdings, Inc.benefits

Elevate Pfs Holdings, Inc. Welfare Benefit Plan · SPRING, TX · plan year 2025

Broker compensation reported · 2025
$299,388

Elevate Pfs Holdings, Inc.'s benefits plans covered 2,715 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $299,388 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $110 per covered person, below the median for employer plans that report broker pay. Broker pay rose 117% from $137,697 in 2024.

Insurance contracts · 20257
VISION SERVICE PLAN · visionpremiums n/a · 2,035 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 3,623 covered
PRIORITY HEALTH · health drug hmopremiums n/a · 131 covered
UNIVERSITY HEALTH ALLIANCE · health drug dental visionpremiums n/a · 19 covered
METLIFE LEGAL PLANSpremiums n/a · 283 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 2,715 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 96 covered
Brokers & agents paid · 20255
GIS BENEFITS, INC.$73,043 · incl $20,089 fees
MICHELLE GATTIS$46,980
ANDREW SHEA$46,979
USI INSURANCE SERVICES LLC$132,296 · incl $10,415 fees
PAYCHEX INSURANCE AGENCY, INC.$90 · incl $90 fees
Also brokered by Gis Benefits, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 843461991 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.