Plan Ledger DOL Form 5500 · updated monthly

Fisher Retirement Solutions, LLCbenefits

Fisher Retirement Solutions, LLC Health and Welfare Plan · PLANO, TX · plan year 2024

Broker compensation reported · 2024
$215,827

Fisher Retirement Solutions, LLC's benefits plan covered 129 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $215,827 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,673 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20243
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 194 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drugpremiums n/a · 22 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 129 covered
Brokers & agents paid · 20242
BENNIE INSURANCE, LLC$112,556 · incl $101,335 fees
PROFESSIONAL GROUP PLANS, INC.$103,271 · incl $63,495 fees
Also brokered by Bennie Insurance, LLC5
Byheart NY$306,078
Drata Inc. CA$295,615
Iex Group, Inc. NY$251,428

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 992188878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.