Plan Ledger DOL Form 5500 · updated monthly

Shuman Physical Therapy Associates, P.C.benefits

Shuman Physical Therapy Associates, P.C. dba Lattimore Physical Therapy Employee Benefits Plan · ROCHESTER, NY · plan year 2025

Broker compensation reported · 2025
$64,618

Shuman Physical Therapy Associates, P.C.'s benefits plans covered 237 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $1,330,989. Insurance brokers and agents were paid $64,618 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.9% of premiums. That is $273 per covered person, above the median for employer plans that report broker pay. Broker pay rose 18% from $54,788 in 2023.

Insurance contracts · 20255
EXCELLUS BLUE CROSS BLUE SHIELD · health drug$1.2M · 151 covered
EXCELLUS BLUE CROSS BLUE SHIELD · dental$87K · 160 covered
EYEMED VISION CARE · visionpremiums n/a · 131 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · lifepremiums n/a · 237 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · ltdpremiums n/a · 237 covered
Brokers & agents paid · 20253
BROWN & BROWN INS SERVICES INC$5,769 · incl $569 fees
Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 161414257 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.