Plan Ledger DOL Form 5500 · updated monthly

Scribe Opco, Inc. dba Koozie Groupbenefits

Scribe Opco Inc. Employee Health and Welfare Plan · CLEARWATER, FL · plan year 2025

Broker compensation reported · 2025
$148,140

Scribe Opco, Inc. dba Koozie Group's benefits plans covered 1,490 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $148,140 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $99 per covered person, below the median for employer plans that report broker pay. Broker pay rose 10% from $134,145 in 2024.

Insurance contracts · 20258
VISION SERVICE PLAN · visionpremiums n/a · 827 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1,503 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 1,179 covered
Brokers & agents paid · 20256
PREPARE BENEFITS, LLC$3,354 · incl $3,354 fees
MERCER HEALTH AND BENEFITS, LLC$71,446 · incl $15,711 fees
LOOPER INS AGENCY, LLC$1,370
MERCER HEALTH AND BENEFITS LLC$47 · incl $47 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 821795538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.