Plan Ledger DOL Form 5500 · updated monthly

Senior Management Advisors Incbenefits

Senior Management Advisors Welfare Benefit Plan · CLEARWATER, FL · plan year 2025

Broker compensation reported · 2025
$157,678

Senior Management Advisors Inc's benefits plans covered 268 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $157,678 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $588 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 12% from $179,974 in 2024.

Insurance contracts · 20253
GUARDIAN · stdpremiums n/a · 176 covered
UNITEDHEALTHCARE INSURANCE COMPANY · life std ltdpremiums n/a · 278 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 2,371 covered
Brokers & agents paid · 20256
ACRISURE SOUTHEAST PR INS SERV$134,750 · incl $115,702 fees
KELLY & AMP; ASSOC INS GRP INC$3,770
LASSITERWARE LLC$3,359 · incl $3,359 fees
SCOTT W REYNOLDS$1,637
Also brokered by Acrisure5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 593760379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.