Plan Ledger DOL Form 5500 · updated monthly

Roots Management Group, LLCbenefits

Roots Management Group, LLC Employee Health and Welfare Plan · ADDISON, TX · plan year 2024

Broker compensation reported · 2024
$398,707

Roots Management Group, LLC's benefits plans covered 604 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $398,707 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $660 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 53% from $260,233 in 2023.

Insurance contracts · 202410
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 602 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 599 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 598 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 203 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 194 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 243 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 153 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 183 covered
COMBINED INSURANCE COMPANYpremiums n/a · 141 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 432 covered
Brokers & agents paid · 20244
BIG BENEFIT CORP$283,396
GIS BENEFITS INC$58,132 · incl $31,169 fees
BOON CHAPMAN BENEFIT ADMINISTRATORS$8,163 · incl $8,163 fees
BRANDON PENKO$49,016
Also brokered by Big Benefit Corp5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 870855596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.