Plan Ledger DOL Form 5500 · updated monthly

Forge Specialty Partnersbenefits

Basic Life and Ad&D · LADSON, SC · plan year 2025

Broker compensation reported · 2025
$14,227

Forge Specialty Partners's benefits plans covered 171 active participants in 2025, providing life · long-term disability · death benefits. Insurance brokers and agents were paid $14,227 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $83 per covered person, below the median for employer plans that report broker pay. Broker pay rose 32% from $10,793 in 2024.

Insurance contracts · 20251
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 173 covered
Brokers & agents paid · 20252
STERLING SEACREST PRITCHARD, INC.$11,100 · incl $1,720 fees
THE CASON GROUP, LLC$3,127 · incl $3,127 fees
Also brokered by Sterling Seacrest Pritchard, Inc.5
Fullstory, Inc. GA$183,978

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 920974696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.