Plan Ledger DOL Form 5500 · updated monthly

Raftelis Financial Consultants, Inc.benefits

Raftelis Financial Consultants, Inc. Health and Dental Plan · CHARLOTTE, NC · plan year 2025

Broker compensation reported · 2025
$98,422

Raftelis Financial Consultants, Inc.'s benefits plans covered 187 active participants in 2025, providing health · dental. Insurance brokers and agents were paid $98,422 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $526 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 10% from $89,086 in 2024.

Insurance contracts · 20253
UNITEDHEALTHCARE INSURANCE COMPANY · health dentalpremiums n/a · 390 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 187 covered
COMMUNITY EYE CARE · visionpremiums n/a · 241 covered
Brokers & agents paid · 20252
BURCHFIELD INSURANCE GROUP INC$95,287 · incl $59,304 fees
BURCHFIELD INSURANCE GROUP, INC.$3,135
Also brokered by Burchfield Insurance Group Inc2

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 201054069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.