Plan Ledger DOL Form 5500 · updated monthly

Rm Advisory LLCbenefits

Rm Advisory LLC Employee Benefit Plan · ENGLEWOOD, CO · plan year 2024

Broker compensation reported · 2024
$52,456

Rm Advisory LLC's benefits plan covered 256 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $18,860. Insurance brokers and agents were paid $52,456 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 278.1% of premiums. That is $205 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20243
VISION SERVICE PLAN · vision$19K · 175 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 214 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 256 covered
Brokers & agents paid · 20245
HOLMES MURPHY & ASSOC LLC$37,377 · incl $10,173 fees
HOLMES MURPHY & ASSOCIATES$8,906 · incl $1,904 fees
AVANT SPECIALTY BENEFITS LLC$2,416 · incl $2,416 fees
C2 CENTRIC LLC$1,868 · incl $1,868 fees
Also brokered by Holmes Murphy5
Conexon, LLC MO$632,134

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 332394145 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.