Plan Ledger DOL Form 5500 · updated monthly

Focus Partners Wealth, LLCbenefits

Focus Partners Wealth Welfare Benefits Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$133,333

Focus Partners Wealth, LLC's benefits plan covered 0 active participants in 2025, providing health · life · dental · short-term disability · long-term disability · other. Insurance brokers and agents were paid $133,333 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage.

Insurance contracts · 20252
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 1,603 covered
UNITED HEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 1,603 covered
Brokers & agents paid · 20252
RISK PLACEMENT SERVICES INC$133,316 · incl $13,423 fees
CARAVUS LLC$17 · incl $16 fees
Also brokered by Risk Placement Services Inc5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 900751149 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.