Plan Ledger DOL Form 5500 · updated monthly

Mufg Investor Services (US) LLCbenefits

Mufg Investor Services (US) LLC Health and Welfare Benefits · ROCKVILLE, MD · plan year 2025

Broker compensation reported · 2025
$114,815

Mufg Investor Services (US) LLC's benefits plans covered 121 active participants in 2025, providing health · life · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $114,815 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $949 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 2.7% from $111,787 in 2024.

Insurance contracts · 20253
AETNA LIFE INSURANCE COMPANY · healthpremiums n/a · 195 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 121 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 41 covered
Brokers & agents paid · 20253
DIGITAL INSURANCE$86,072 · incl $86,072 fees
DIGITAL INSURANCE INC$22,371 · incl $2,548 fees
MCCLELLAN, DAVID J$6,372 · incl $6,372 fees
Also brokered by Digital Insurance5
Tomtreyco Inc. OH$163,139
Macrofab, Inc. TX$91,973

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 272935244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.