Plan Ledger DOL Form 5500 · updated monthly

Reliance First Capital, LLCbenefits

Reliance First Capital, LLC Ancillary Benefits Plan · MELVILLE, NY · plan year 2025

Broker compensation reported · 2025
$45,725

Reliance First Capital, LLC's benefits plans covered 308 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $45,725 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $148 per covered person, below the median for employer plans that report broker pay. Broker pay fell 15% from $53,543 in 2024.

Insurance contracts · 20256
AFLAC · stdpremiums n/a · 25 covered
AFLAC · stdpremiums n/a · 22 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 403 covered
EVERNORTH CARE SOLUTIONS, INC.premiums n/a · 770 covered
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK · life ltdpremiums n/a · 308 covered
UNITEDHEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 689 covered
Brokers & agents paid · 202511
EMERSON ROGERS, LLC.$8,966 · incl $8,966 fees
EMERSON REID LLC$6,988 · incl $6,988 fees
SEAN FX GLEASON LLC$3,895 · incl $87 fees
JONATHAN P DUNN AND VARIOUS AGENTS$1,082
EMERSON ROGERS LLC NY$1,030
EMERSON REID & CO$833 · incl $833 fees
JACQUES P DAVID CORPORATION$361 · incl $13 fees
DONNA SCHULT AND VARIOUS AGENTS$332
ANTHONY R ORGERA INC$124 · incl $13 fees
7 individual agents · names withheld$1,758

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Emerson Rogers, LLC.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 262261031 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.