Plan Ledger DOL Form 5500 · updated monthly

Potentis Capital, LLCbenefits

Potentis Capital, LLC · FT. LAUDERDALE, FL · plan year 2025

Broker compensation reported · 2025
$191,817

Potentis Capital, LLC's benefits plans covered 142 active participants in 2025, providing life · vision · health · dental. Insurance premiums totaled $2,726,767. Insurance brokers and agents were paid $191,817 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 7.0% of premiums. That is $1,351 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 22% from $157,475 in 2024.

Insurance contracts · 20254
BLUE CROSS BLUE SHIELD OF FLORIDA · health$2.7M · 123 covered
STANDARD INSURANCE COMPANY · life$66K · 142 covered
METROPOLITAN LIFE INSURANCE · visionpremiums n/a · 139 covered
METROPOLITAN LIFE INSURANCE · dentalpremiums n/a · 130 covered
Brokers & agents paid · 20251
WINGATE INSURANCE GROUP, INC.$191,817 · incl $2,383 fees
Also brokered by Wingate Insurance Group, Inc.5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 464431459 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.