Plan Ledger DOL Form 5500 · updated monthly

Insero Advisors, LLCbenefits

Health and Welfare Plan for the Employees of Insero Advisors LLC · ROCHESTER, NY · plan year 2025

Broker compensation reported · 2025
$70,674

Insero Advisors, LLC's benefits plan covered 116 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $62,303. Insurance brokers and agents were paid $70,674 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 113.4% of premiums. That is $609 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20257
EXCELLUS BLUECROSS BLUESHIELD · dental$62K · 77 covered
FIRST RELIANCE STANDARDpremiums n/a · 37 covered
EMPLOYEE ASSISTANCE GROUPpremiums n/a · 135 covered
MUTUAL OF OMAHA INSURANCE COMPANY · life std ltdpremiums n/a · 116 covered
EXCELLUS BLUECROSS BLUESHIELD · health drugpremiums n/a · 76 covered
EXCELLUS BLUECROSS BLUESHIELD · health drugpremiums n/a · 5 covered
VISION SERVICE PLAN · visionpremiums n/a · 70 covered
Brokers & agents paid · 20253
CONSILIARIUM GROUP, LLC$5,421
CONSILIARIUM GROUP LLC$64,463
CONSILIARIUM GROUP$790
Also brokered by Consiliarium Group, LLC1
Bonadent, LLC NY$6,924

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 332457480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.