Plan Ledger DOL Form 5500 · updated monthly

McClone Agency Inc.benefits

McClone Agency Inc.'S Welfare Benefit Plan · MENASHA, WI · plan year 2025

Broker compensation reported · 2025
$8,892

McClone Agency Inc.'s benefits plans covered 122 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $8,892 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $73 per covered person, below the median for employer plans that report broker pay. Broker pay rose 11% from $8,025 in 2024.

Insurance contracts · 20258
VISION SERVICE PLAN · visionpremiums n/a · 67 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 122 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 70 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 122 covered
TRANSAMERICA LIFE INSURANCE COMPANYpremiums n/a · 60 covered
CURALINC, LLCpremiums n/a · 95 covered
HCC LIFE INSURANCE COMPANY · stop-losspremiums n/a · 84 covered
Brokers & agents paid · 20254
MCCLONE AGENCY, INC.$7,025 · incl $3,127 fees
MCCLONE AGENCY INC.$493 · incl $493 fees
GI GEORGE PARENT LP$1,316 · incl $1,316 fees
4 individual agents · names withheld$58

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 McClone Agency, Inc.5
Summus Group LLC IL$197,281
Abbybank WI$9,030

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 390968993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.