Plan Ledger DOL Form 5500 · updated monthly

Savant Capital, LLCbenefits

Savant Capital Management, LLC dba Savant Wealth Management Health and Welfare Plan · ROCKFORD, IL · plan year 2025

Broker compensation reported · 2025
$326,156

Savant Capital, LLC's benefits plans covered 647 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $326,156 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $504 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 7.3% from $304,091 in 2024.

Insurance contracts · 20253
BLUECROSS BLUESHIELD OF ILLINOIS · health drug dentalpremiums n/a · 1,027 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 622 covered
Brokers & agents paid · 20252
LOCKTON COMPANIES, LLC$315,426 · incl $9,737 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 453812777 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.