Plan Ledger DOL Form 5500 · updated monthly

Pezold Management Associates/Valley Hospitalitybenefits

Pezold Management Company Life and Add · COLUMBUS, GA · plan year 2025

Previously filed as Pezold Management Associates Valley Hospitality. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$12,457

Pezold Management Associates/Valley Hospitality's benefits plans covered 61 active participants in 2025, providing life. Insurance brokers and agents were paid $12,457 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $204 per covered person, above the median for employer plans that report broker pay. Broker pay fell 11% from $13,929 in 2024.

Insurance contracts · 20253
LINCOLN NATIONAL LIFE INSURANCE COMPANYpremiums n/a · 61 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 48 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 47 covered
Brokers & agents paid · 20251
MARSH & MCLENNAN AGENCY LLC$12,457 · incl $314 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 581179998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.