Plan Ledger DOL Form 5500 · updated monthly

Montgomery Automotive Dealerships, Inc.benefits

Montgomery Automotive Dealership, Inc. Health and Welfare Benefit Plan · LOUISVILLE, KY · plan year 2025

Broker compensation reported · 2025
$33,284

Montgomery Automotive Dealerships, Inc.'s benefits plans covered 222 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $92,488. Insurance brokers and agents were paid $33,284 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 36.0% of premiums. That is $150 per covered person, below the median for employer plans that report broker pay. Broker pay fell 89% from $308,997 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF KENTUCKY · dental$72K · 351 covered
DELTA DENTAL OF KENTUCKY · vision$21K · 274 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 131 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 110 covered
Brokers & agents paid · 20257
MARSH & MCLENNAN AGENCY LLC$31,922 · incl $2,771 fees
FIFTH THIRD INSURANCE AGENCY INC$386
BRIAN GRAHAM INC$261
NJN LLC$46
BLUE WATER INSURANCE$46
AKERS ENTERPRISES LLC$45
9 individual agents · names withheld$578

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 Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 610715594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.