Plan Ledger DOL Form 5500 · updated monthly

Smd Management LLCbenefits

Smd Management LLC Group Plan · COLUMBUS, OH · plan year 2025

Broker compensation reported · 2025
$43,044

Smd Management LLC's benefits plans covered 134 active participants in 2025, providing health · life · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $43,044 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $321 per covered person, above the median for employer plans that report broker pay. Broker pay fell 20% from $53,581 in 2024.

Insurance contracts · 20252
AMERICAN UNITED LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 134 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 66 covered
Brokers & agents paid · 20253
CLEARPATH BENEFIT ADV, LLC$7,812 · incl $1,255 fees
JAMES B. OSWALD COMANY$1,809
Also brokered by James B. Oswald Company5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 262811146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.