Plan Ledger DOL Form 5500 · updated monthly

Irwin R. Rose & Company, LLCbenefits

Irwin R. Rose & Company, LLC Group Insurance Plan · INDIANAPOLIS, IN · plan year 2025

Broker compensation reported · 2025
$7,144

Irwin R. Rose & Company, LLC's benefits plans covered 256 active participants in 2025, providing life · vision · long-term disability · other · short-term disability. Insurance premiums totaled $3,187. Insurance brokers and agents were paid $7,144 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 224.2% of premiums. That is $28 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 64% from $19,817 in 2024.

Insurance contracts · 20253
DELTA DENTAL OF INDIANA · vision$3K · 200 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 125 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 256 covered
Brokers & agents paid · 20255
TOTALIS BENEFITS, INC.$2,508 · incl $2,508 fees
IRWIN R. ROSE & COMPANY LLC$2,500 · incl $2,500 fees
MJ INSURANCE, INC.$1,786
FIRST PERSON, INC. - BRYAN BRENNER$319
IMG$31 · incl $31 fees
Also brokered by Totalis Benefits, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 270950641 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.