Plan Ledger DOL Form 5500 · updated monthly

Shared Mutual Services, LLCbenefits

Club Quarters Employee Benefit Plan · STAMFORD, CT · plan year 2025

Broker compensation reported · 2025
$28,931

Shared Mutual Services, LLC's benefits plans covered 203 active participants in 2025, providing health · dental · vision. Insurance brokers and agents were paid $28,931 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $143 per covered person, below the median for employer plans that report broker pay. Broker pay rose 56% from $18,574 in 2024.

Insurance contracts · 20254
COVERED CALIFORNIA · health drugpremiums n/a · 27 covered
AETNA LIFE INSURANCE COMPANY · dental visionpremiums n/a · 402 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 54 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 19 covered
Brokers & agents paid · 20255
BROWN & BROWN$9,662 · incl $1,037 fees
BROWN & BROWN INSURANCE SERVICES$4,613 · incl $55 fees
STUART VANWINKLE$1,238
INTERNAL PLANNING ALL LLC$25
Also brokered by Hays Companies5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 133671385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.