Plan Ledger DOL Form 5500 · updated monthly

Financial Resources Group Investment Servicesbenefits

Financial Resources Group Investment Services LLC Plan · FORT MILL, SC · plan year 2025

Broker compensation reported · 2025
$24,886

Financial Resources Group Investment Services's benefits plans covered 0 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $168,321. Insurance brokers and agents were paid $24,886 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 14.8% of premiums. Broker pay fell 16% from $29,673 in 2024.

Insurance contracts · 20257
DELTA DENTAL OF NORTH CAROLINA · dental$168K · 389 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 195 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 70 covered
VISION SERVICE PLAN · visionpremiums n/a · 168 covered
UNUM INSURANCE COMPANYpremiums n/a · 27 covered
UNUM INSURANCE COMPANYpremiums n/a · 21 covered
UNUM INSURANCE COMPANYpremiums n/a · 33 covered
Brokers & agents paid · 20251
MERCER HEALTH AND BENEFITS, LLC$24,886 · incl $3,013 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 464489444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.