Plan Ledger DOL Form 5500 · updated monthly

Msr Portfolio Services, LLCbenefits

Msr Portfolio Services, LLC Health and Welfare Plan · CORAL GABLES, FL · plan year 2025

Broker compensation reported · 2025
$125,827

Msr Portfolio Services, LLC's benefits plan covered 1,204 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $125,827 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $105 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20255
CONTINENTAL AMERICA INSURANCE COMPANY · life ltdpremiums n/a · 1,090 covered
ZURICH AMERICAN INSURANCE COMPANY · life ltdpremiums n/a · 1,090 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 1,074 covered
VISION SERVICE PLAN · visionpremiums n/a · 810 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 245 covered
Brokers & agents paid · 20251
GCG FINANCIAL LLC$125,827 · incl $455 fees
Also brokered by Gcg Financial LLC5
Start Early IL$284,639

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 393109552 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.