Plan Ledger DOL Form 5500 · updated monthly

Service Management Group, LLCbenefits

Service Management Group, LLC Health and Welfare Plan · SHELTON, CT · plan year 2025

Broker compensation reported · 2025
$15,917

Service Management Group, LLC's benefits plans covered 941 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $15,917 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $17 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 29% from $12,310 in 2024.

Insurance contracts · 20253
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 255 covered
ANTHEM LIFE INSURANCE COMPANY · lifepremiums n/a · 941 covered
HARTFORD LIFE AND ACCIDENT · ltdpremiums n/a · 8 covered
Brokers & agents paid · 20252
MARSH & MCLENNAN AGENCY LLC$10,986 · incl $3,369 fees
MAX FITELSON & SON, INC.$4,931
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 061442195 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.