Plan Ledger DOL Form 5500 · updated monthly

Planned Systems International, Inc.benefits

Planned Systems International, Inc. Employee Benefits Plan · COLUMBIA, MD · plan year 2025

Broker compensation reported · 2025
$196,129

Planned Systems International, Inc.'s benefits plans covered 1,029 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $196,129 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $191 per covered person, above the median for employer plans that report broker pay. Broker pay fell 21% from $249,341 in 2024.

Insurance contracts · 20258
EYEMED VISION CARE · visionpremiums n/a · 1,267 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 940 covered
UNITEDHEALTCHCARE INSURANCE COMPANY · health dentalpremiums n/a · 56 covered
LEGAL RESOURCESpremiums n/a · 385 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 929 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 932 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 748 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 730 covered
Brokers & agents paid · 20256
MELTZER GROUP, INC.$25,274
THE MELTZER GROUP INC.$12,782 · incl $12,782 fees
GIS BENEFITS INC$83,238 · incl $83,238 fees
NFP INSURANCE SERVICES INC$11,748 · incl $11,748 fees
Also brokered by Meltzer Group, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 521576690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.