Plan Ledger DOL Form 5500 · updated monthly

Sanctuary Wealth Group, LLCbenefits

Sanctuary Wealth Group Welfare Benefit Plan · INDIANAPOLIS, IN · plan year 2025

Broker compensation reported · 2025
$302,984

Sanctuary Wealth Group, LLC's benefits plans covered 585 active participants in 2025, providing life · short-term disability · long-term disability · health · dental · vision · other. Insurance premiums totaled $419,296. Insurance brokers and agents were paid $302,984 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 72.3% of premiums. That is $518 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 33% from $227,234 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF INDIANA · dental$373K · 824 covered
DELTA DENTAL OF INDIANA · vision$46K · 715 covered
ANTHEM INSURANCE COMPANIES, INC · health ppopremiums n/a · 347 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 585 covered
Brokers & agents paid · 20253
FIRST PERSON, INC$269,022 · incl $10,717 fees
TOTALIS BENEFITS$33,858 · incl $33,858 fees
IMG$104 · incl $104 fees
Also brokered by First Person, Inc5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 472336833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.