Plan Ledger DOL Form 5500 · updated monthly

O.R. Colan Associates, LLCbenefits

O.R. Colan Associates, LLC Employee Benefits Plan · CHARLOTTE, NC · plan year 2025

Previously filed as O. R. Colan Associates, LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$89,594

O.R. Colan Associates, LLC's benefits plans covered 254 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $89,594 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $353 per covered person, above the median for employer plans that report broker pay. Broker pay fell 63% from $239,400 in 2024.

Insurance contracts · 20252
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 254 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 131 covered
Brokers & agents paid · 20252
GALLAGHER BENEFIT SERVICES, INC.$88,373 · incl $17,592 fees
INTEGRATED ENROLLMENT & TECHNOLOGY$1,221 · incl $1,221 fees
Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 010780018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.