Plan Ledger DOL Form 5500 · updated monthly

Investortools, Inc.benefits

Investortools Health and Welfare Plan · NAPERVILLE, IL · plan year 2025

Broker compensation reported · 2025
$106,906

Investortools, Inc.'s benefits plans covered 141 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $106,906 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $758 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 11% from $96,460 in 2024.

Insurance contracts · 20255
GUARDIAN · life std ltdpremiums n/a · 141 covered
DELTA DENTAL OF ILLINOIS · dentalpremiums n/a · 115 covered
BLUECROSS BLUESHIELD OF ILLINOIS · healthpremiums n/a · 292 covered
LIFESECURE INSURANCE COMPANYpremiums n/a · 6 covered
Brokers & agents paid · 202510
GCG FINANCIAL LLC$78,332 · incl $2,725 fees
GCG FINANCIAL$14,869
GCG FINANCIAL INC$9,260
ALERA GROUP, INC.$4,190 · incl $4,190 fees
GCG FINANCIAL INC. - DEERFIELD, IL$70
J. MANNING & ASSOCIATES$52
SPECIALTY PLANNERS, INC.$40
DS&P INS SERVICES INC.$37
LTCI PARTNERS$28
Individual agent · names withheld$28

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Gcg Financial LLC5
Start Early IL$284,639

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 222648492 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.