Plan Ledger DOL Form 5500 · updated monthly

Proactive Dealer Solutions, LLCbenefits

Proactive Dealer Solutions, LLC Employee Benefit Plan (501) · HUNTERSVILLE, NC · plan year 2023

Broker compensation reported · 2023
$35,581

Proactive Dealer Solutions, LLC's benefits plan covered 136 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $35,581 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $262 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 202312
EVEREST REINSURANCE COMPANY · stop-losspremiums n/a
UNITED OF OMAHA LIFE INSURANCE COMPANY · visionpremiums n/a · 82 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dentalpremiums n/a · 86 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 45 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 45 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 136 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 47 covered
TELADOC HEALTH, INC. · healthpremiums n/a
HM LIFE INSURANCE COMPANY · stop-losspremiums n/a · 90 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 36 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 44 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 32 covered
Brokers & agents paid · 20233
SHEALY BENEFITS SERVICES$6,430 · incl $6,430 fees
IRONWOOD BENEFITS ADVISORY SERVICES$15,807 · incl $5,424 fees
MARSH & MCLENNAN AGENCY LLC$13,344 · incl $1,092 fees
Also brokered by Shealy Benefits Services5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 205136220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.