Plan Ledger DOL Form 5500 · updated monthly

Portfolio Advisors LLCbenefits

Portfolio Advisors, LLC. Welfare Benefits Plan · DARIEN, CT · plan year 2023

Broker compensation reported · 2023
$153,486

Portfolio Advisors LLC's benefits plan covered 0 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $153,486 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage.

Insurance contracts · 20233
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 129 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 104 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 156 covered
Brokers & agents paid · 20233
ROGERS BENEFIT GROUP INC.$52,111 · incl $44,380 fees
GALLAGHER BENEFIT SERVICES INC.$96,087 · incl $91,768 fees
GALLAGHER BENEFIT SERVICES, INC.$5,288 · incl $536 fees
Also brokered by Rogers Benefit Group Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 061487853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.