Plan Ledger DOL Form 5500 · updated monthly

Filevine, Inc.benefits

Filevine, Inc. · SALT LAKE CITY, UT · plan year 2025

Broker compensation reported · 2025
$102,603

Filevine, Inc.'s benefits plans covered 662 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $102,603 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $155 per covered person, below the median for employer plans that report broker pay. Broker pay fell 60% from $258,276 in 2024.

Insurance contracts · 20251
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 662 covered
Brokers & agents paid · 20255
FRED A. MORETON & COMPANY$45,021
PROFESSIONAL GROUP PLANS, INC.$24,167 · incl $24,167 fees
VOLUNTARY BENEFIT SOLUTIONS, LLC$13,762
4MYBENEFITS, INC.$6,120 · incl $6,120 fees
Also brokered by Fred a. Moreton & Company5
Sorren, Inc. ID$185,585
Alpine Air UT$76,893

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 821960713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.