Plan Ledger DOL Form 5500 · updated monthly

Gallagher & Kennedy, P.A.benefits

Gallagher & Kennedy, P.A. Dental Insurance Plan · PHOENIX, AZ · plan year 2025

Previously filed as Gallagher & Kennedy, P.A. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$122,296

Gallagher & Kennedy, P.A.'s benefits plans covered 180 active participants in 2025, providing dental. Insurance premiums totaled $61,766. Insurance brokers and agents were paid $122,296 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 198.0% of premiums. That is $679 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 7.4% from $113,846 in 2024.

Insurance contracts · 20255
STANDARD INSURANCE COMPANY · life$62K · 117 covered
HARTFORD LIFE AND ACCIDENT · ltdpremiums n/a · 119 covered
BLUE CROSS BLUE SHIELD OF ARIZONA · dentalpremiums n/a · 201 covered
BLUE CROSS BLUE SHIELD OF ARIZONA · health drug ppopremiums n/a · 133 covered
METROPOLITAN LIFE INSURANCE COMPNAY · visionpremiums n/a · 162 covered
Brokers & agents paid · 20254
CBIZ BENEFITS & INSURANCE SERVICES$105,856 · incl $790 fees
CBIZ BENEFITS 7 INSURANCE SERVICES$12,616 · incl $1,832 fees
REDTAIL LTD$73
Also brokered by Cbiz5
Shl Pharma LLC FL$477,103
V2X Inc. CO$439,040
Polsinelli MO$317,662

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 860489397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.