Plan Ledger DOL Form 5500 · updated monthly

Shared Medical Services, Inc.benefits

Shared Medical Services, Inc. Employee Benefits Plan · COTTAGE GROVE, WI · plan year 2025

Broker compensation reported · 2025
$91,870

Shared Medical Services, Inc.'s benefits plans covered 402 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $91,870 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $229 per covered person, above the median for employer plans that report broker pay. Broker pay rose 94% from $47,447 in 2024.

Insurance contracts · 20258
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 47 covered
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 286 covered
HCC LIFE INSURANCE COMPANY · stop-losspremiums n/a · 313 covered
UNUM INSURANCE COMPANYpremiums n/a · 58 covered
UNUM INSURANCE COMPANYpremiums n/a · 87 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 191 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 403 covered
Brokers & agents paid · 20258
M3 INSURANCE SOLUTIONS INC.$75,479 · incl $39,745 fees
C2 CENTRIC LLC$9,431 · incl $9,431 fees
M3 INSURANCE SOLUTIONS, INC$3,873 · incl $213 fees
ASSUREX$185 · incl $185 fees
SPETNER ASSOCIATES INC$8
EOI SERVICE COMPANY INC$1
2 individual agents · names withheld$7

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by M3 Insurance Solutions Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 411388075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.