Plan Ledger DOL Form 5500 · updated monthly

Latium Investments Partnershipbenefits

Latium Investments Partnership Employee Benefits Plan · HOLBROOK, NY · plan year 2025

Broker compensation reported · 2025
$139,627

Latium Investments Partnership's benefits plans covered 330 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $228,757. Insurance brokers and agents were paid $139,627 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 61.0% of premiums. That is $423 per covered person, above the median for employer plans that report broker pay. Broker pay rose 28% from $108,972 in 2024.

Insurance contracts · 20252
STANDARD LIFE INSURANCE COMPANY OF NEW YORK · life std ltd$229K · 330 covered
AETNA LIFE INSURANCE COMPANY · health drug dental vision ppopremiums n/a · 389 covered
Brokers & agents paid · 20252
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 743007446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.