Plan Ledger DOL Form 5500 · updated monthly

Glenwood, Inc.benefits

Glenwood, Inc. Life and Disability Plan · BIRMINGHAM, AL · plan year 2025

Broker compensation reported · 2025
$59,299

Glenwood, Inc.'s benefits plans covered 387 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $83,560. Insurance brokers and agents were paid $59,299 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 71.0% of premiums. That is $153 per covered person, below the median for employer plans that report broker pay. Broker pay fell 29% from $83,146 in 2024.

Insurance contracts · 20254
CANOPY INSURANCE CORPORATION · dental vision$84K · 153 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 326 covered
PAN-AMERICAN LIFE INSURANCE COMPANYpremiums n/a · 329 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 387 covered
Brokers & agents paid · 20252
VALENT GROUP, LLC$50,945 · incl $12,964 fees
JAMES TATUM$8,354
Also brokered by Valent Group, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 237396710 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.