Plan Ledger DOL Form 5500 · updated monthly

Rfg Advisory LLCbenefits

Rfg Advisory Health and Welfare Plan · VESTAVIA, AL · plan year 2025

Broker compensation reported · 2025
$25,887

Rfg Advisory LLC's benefits plan covered 115 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $1,394,340. Insurance brokers and agents were paid $25,887 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 1.9% of premiums. That is $225 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20252
BLUE CROSS AND BLUE SHIELD OF ALABAMA · health drug dental ppo$1.4M · 206 covered
THE GUARDIAN LIFE INSURANCE COMPANY · vision life std ltdpremiums n/a · 121 covered
Brokers & agents paid · 20251
Also brokered by Higginbotham Insurance Agency, Inc.5
Cba Franchisees TX$383,941
Endeavors TX$338,158

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 452787436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.