Plan Ledger DOL Form 5500 · updated monthly

Oxford Financial Group, LTDbenefits

Oxford Financial Group Welfare Benefit Plan · CARMEL, IN · plan year 2025

Broker compensation reported · 2025
$84,187

Oxford Financial Group, LTD's benefits plans covered 187 active participants in 2025, providing health · dental · vision · life · long-term disability · other. Insurance premiums totaled $378,661. Insurance brokers and agents were paid $84,187 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 22.2% of premiums. That is $450 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 18% from $71,569 in 2024.

Insurance contracts · 20255
DELTA DENTAL OF MICHIGAN · dental$219K · 408 covered
STANDARD INSURANCE COMPANY · ltd$88K · 187 covered
STANDARD INSURANCE COMPANY · life$71K · 187 covered
UNITED HEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 153 covered
VISION SERVICE PLAN · visionpremiums n/a · 159 covered
Brokers & agents paid · 20253
FIRST PERSON, INC$76,064 · incl $43,781 fees
TOTALIS BENEFITS$6,168 · incl $1,641 fees
NFP INSURANCE SERVICES, INC$1,955 · incl $1,955 fees
Also brokered by First Person, Inc5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 351588335 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.