Plan Ledger DOL Form 5500 · updated monthly

Richard S. Burns & Company, Inc.benefits

Richard S. Burns & Company, Inc. Employee Benefit Plan · PHILADELPHIA, PA · plan year 2025

Broker compensation reported · 2025
$10,512

Richard S. Burns & Company, Inc.'s benefits plans covered 54 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $10,512 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $195 per covered person, above the median for employer plans that report broker pay. Broker pay rose 11% from $9,458 in 2024.

Insurance contracts · 20253
AETNA LIFE INSURANCE CO. · visionpremiums n/a · 78 covered
CRUM & FORSTER · stop-losspremiums n/a · 52 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · dental life std ltdpremiums n/a · 55 covered
Brokers & agents paid · 20259
PATRIOT GROWTH INSURANCE SERVICES$4,272 · incl $4 fees
O'NEILL VOLUNTARY BENEFIT SERVICES$1,947
ROTH VOLUNTARY BENEFIT SERVICES INC$1,832 · incl $201 fees
TUCTO & ASSOCIATES CORP$261
2 individual agents · names withheld$605

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 Patriot Growth Insurance Services5
Huvepharma, Inc. GA$177,359

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 232536562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.