Plan Ledger DOL Form 5500 · updated monthly

Planet Equity Group, LLCbenefits

Planet Equity Group, LLC Welfare Benefits Plan · WESTLAKE, OH · plan year 2025

Broker compensation reported · 2025
$70,705

Planet Equity Group, LLC's benefits plans covered 661 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $70,705 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $107 per covered person, below the median for employer plans that report broker pay. Broker pay fell 63% from $191,833 in 2024.

Insurance contracts · 202510
METLIFE LEGAL PLANSpremiums n/a · 69 covered
COMBINED INSURANCE · lifepremiums n/a · 12 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 546 covered
UNITEDHEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 1,170 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 536 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 676 covered
WELLPOINT · stop-losspremiums n/a · 636 covered
Brokers & agents paid · 202513
BROWN & BROWN INS SERVICES$6,301 · incl $6,301 fees
BROWN & BROWN INS. SERVICES$25,278 · incl $3,205 fees
BROWN & BROWN OF NEW YORK$1,368 · incl $34 fees
BROWN & BROWN INS SERVICES INC.$1,881 · incl $1,881 fees
BROWN & BROWN OF NEW YORK INC.$748 · incl $748 fees
BROWN & BROWN OF FLORIDA, INC.$115 · incl $115 fees
3 individual agents · names withheld$99

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 461996256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.