Plan Ledger DOL Form 5500 · updated monthly

R.A. Smith, Inc.benefits

R.A. Smith, Inc. Std · BROOKFIELD, WI · plan year 2025

Previously filed as R.A Smith, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$6,983

R.A. Smith, Inc.'s benefits plans covered 195 active participants in 2025, providing short-term disability. Insurance brokers and agents were paid $6,983 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $36 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 21% from $5,777 in 2024.

Insurance contracts · 20254
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 195 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 195 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 195 covered
WYSSTA INSURANCE COMPANY INC. · visionpremiums n/a · 117 covered
Brokers & agents paid · 20254
Also brokered by Wtw5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 391318572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.