Plan Ledger DOL Form 5500 · updated monthly

Pfg Venturesbenefits

Pfg Ventures, L. P Health and Welfare Benefits Plan · INDEPENDENCE, OH · plan year 2025

Broker compensation reported · 2025
$24,943

Pfg Ventures's benefits plans covered 156 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $24,943 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $160 per covered person, below the median for employer plans that report broker pay. Broker pay fell 12% from $28,268 in 2024.

Insurance contracts · 20252
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 156 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 105 covered
Brokers & agents paid · 20253
UNKNOWN$7,226 · incl $7,226 fees
Also brokered by James B. Oswald Company5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 341761487 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.