Plan Ledger DOL Form 5500 · updated monthly

Evolve Bank & Trustbenefits

Evolve Bank & Trust Welfare Benefits Plan · MEMPHIS, TN · plan year 2025

Broker compensation reported · 2025
$64,607

Evolve Bank & Trust's benefits plans covered 381 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $64,607 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $170 per covered person, below the median for employer plans that report broker pay. Broker pay fell 11% from $72,412 in 2024.

Insurance contracts · 20252
CONTINENTAL AMERICAN INSURANCE COMPANY · lifepremiums n/a · 238 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 381 covered
Brokers & agents paid · 20255
NICOLE DANIELLE GOLDEN$33,117
USI INSURANCE SERVICES LLC$29,935 · incl $29,935 fees
P3 WORKPLACE SOLUTIONS$1,202 · incl $1,202 fees
DISCOVER THE POWER, LLC$281
3 individual agents · names withheld$72

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Nicole Danielle Golden1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 710057070 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.