Plan Ledger DOL Form 5500 · updated monthly

Global Tax Management, Inc.benefits

Global Tax Management, Inc. Employee Benefits Plan · WAYNE, PA · plan year 2025

Broker compensation reported · 2025
$29,274

Global Tax Management, Inc.'s benefits plans covered 214 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $110,865. Insurance brokers and agents were paid $29,274 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 26.4% of premiums. That is $137 per covered person, below the median for employer plans that report broker pay. Broker pay rose 3.2% from $28,369 in 2024.

Insurance contracts · 20255
STANDARD INSURANCE COMPANY · dental$111K · 175 covered
VISION SERVICE PLAN · visionpremiums n/a · 169 covered
REVIVEHEALTHpremiums n/a · 213 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 214 covered
UNUM INSURANCE COMPANYpremiums n/a · 28 covered
Brokers & agents paid · 20252
LOCKTON COMPANIES, LLC$28,924 · incl $6,369 fees
JOHNSON KENDALL & JOHNSON, INC.$350 · incl $17 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 232817942 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.