Plan Ledger DOL Form 5500 · updated monthly

Soar 365benefits

Soar 365 Health and Welfare Plan · RICHMOND, VA · plan year 2025

Broker compensation reported · 2025
$32,318

Soar 365's benefits plans covered 150 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $32,318 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $215 per covered person, above the median for employer plans that report broker pay. Broker pay rose 11% from $29,079 in 2024.

Insurance contracts · 20259
LEGAL RESOURCESpremiums n/a · 30 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 35 covered
SENTARA ADVANTAGE · healthpremiums n/a · 18 covered
SENTARA ADVANTAGE · healthpremiums n/a · 10 covered
SENTARA ADVANTAGE · healthpremiums n/a · 58 covered
SENTARA ADVANTAGE · healthpremiums n/a · 39 covered
AMERITAS LIFE INSURANCE CORP. · visionpremiums n/a · 156 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 152 covered
Brokers & agents paid · 20255
MCGRIFF, A MARSH & MCLENNAN AG$19,196 · incl $2,235 fees
MCGRIFF INSURANCE SERVICES LLC$2,105 · incl $496 fees
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 540629691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.