Plan Ledger DOL Form 5500 · updated monthly

Es Investments, LLCbenefits

Sun Microstamping Technologies Health and Welfare Plan · CLEARWATER, FL · plan year 2025

Broker compensation reported · 2025
$55,510

Es Investments, LLC's benefits plans covered 124 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $752,533. Insurance brokers and agents were paid $55,510 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 7.4% of premiums. That is $448 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 10% from $50,389 in 2024.

Insurance contracts · 20253
HEALTH OPTIONS, INC. · health drug hmo$582K · 64 covered
BLUE CROSS BLUE SHIELD OF FLORIDA · health drug ppo$170K · 13 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dental vision life std ltdpremiums n/a · 124 covered
Brokers & agents paid · 20251
USI INSURANCE SERVICES LLC$55,510 · incl $3,206 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 010804681 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.