Plan Ledger DOL Form 5500 · updated monthly

Four Roses Distillery LLCbenefits

Four Roses Distillery LLC Employee Benefits Plan · LAWRENCEBURG, KY · plan year 2025

Broker compensation reported · 2025
$88,178

Four Roses Distillery LLC's benefits plans covered 217 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $88,178 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $406 per covered person, above the median for employer plans that report broker pay. Broker pay fell 3.4% from $91,261 in 2024.

Insurance contracts · 20254
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 217 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 188 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 182 covered
ANTHEM HEALTH PLANS OF KY, INC · health drug dental vision ppopremiums n/a · 404 covered
Brokers & agents paid · 20252
BENEFIT INSURANCE MARKETING, INC.$77,771 · incl $1,269 fees
JAMES R NELLIGAN & ASSOCIATES, LLC$10,407 · incl $10,407 fees
Also brokered by Benefit Insurance Marketing, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 061636822 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.