Plan Ledger DOL Form 5500 · updated monthly

Secretariat Advisors, LLCbenefits

Secretariat Advisors, LLC Health and Welfare Plan · ATLANTA, GA · plan year 2025

Broker compensation reported · 2025
$86,488

Secretariat Advisors, LLC's benefits plans covered 430 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $86,488 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $201 per covered person, above the median for employer plans that report broker pay. Brokers were paid 9.5x the $9,076 reported for 2024.

Insurance contracts · 20254
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 342 covered
HARTFORD FIRE INSURANCE COMPANYpremiums n/a · 430 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 430 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 45 covered
Brokers & agents paid · 20253
LOCKTON COMPANIES, LLC$65,179 · incl $8,382 fees
REUBEN WARNER ASSOCIATES, INC.$12,221 · incl $12,221 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 824596089 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.