Plan Ledger DOL Form 5500 · updated monthly

Marketwise Solutions, LLCbenefits

Marketwise Solutions, LLC Health and Welfare Benefit Plan · BALTIMORE, MD · plan year 2025

Broker compensation reported · 2025
$57,815

Marketwise Solutions, LLC's benefits plans covered 430 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $57,815 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $134 per covered person, below the median for employer plans that report broker pay. Broker pay fell 28% from $80,794 in 2024.

Insurance contracts · 20253
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · visionpremiums n/a · 736 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 430 covered
CURALINCpremiums n/a · 459 covered
Brokers & agents paid · 20251
LOCKTON COMPANIES, LLC$57,815 · incl $32,212 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 352622970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.