Plan Ledger DOL Form 5500 · updated monthly

Oakbridge Insurance Agencybenefits

Oakbridge Insurance Agency Welfare Benefits Plan · LAGRANGE, GA · plan year 2025

Broker compensation reported · 2025
$412,402

Oakbridge Insurance Agency's benefits plans covered 606 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $442,690. Insurance brokers and agents were paid $412,402 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 93.2% of premiums. That is $681 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 21% from $342,223 in 2024.

Insurance contracts · 20255
STANDARD INSURANCE COMPANY · life$169K · 512 covered
STANDARD INSURANCE COMPANY · ltd$156K · 512 covered
STANDARD INSURANCE COMPANY · std$118K · 511 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dental visionpremiums n/a · 621 covered
STANDARD INSURANCE COMPANYpremiums n/a · 142 covered
Brokers & agents paid · 20252
OAKBRIDGE INSURANCE AGENCY LLC$393,505 · incl $281,829 fees
OAKBRIDGE INSURANCE AGENCY, LLC$18,897 · incl $2,229 fees
Also brokered by Oakbridge Insurance Agency LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 853995724 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.