Plan Ledger DOL Form 5500 · updated monthly

Southeast Bankbenefits

Southeast Bank Employee Benefits Plan · FARRAGUT, TN · plan year 2025

Broker compensation reported · 2025
$84,298

Southeast Bank's benefits plans covered 322 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $199,521. Insurance brokers and agents were paid $84,298 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 42.3% of premiums. That is $262 per covered person, above the median for employer plans that report broker pay. Broker pay rose 47% from $57,419 in 2024.

Insurance contracts · 20252
BLUECROSS BLUESHIELD OF TENNESSEE, INC. · dental vision$200K · 532 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 322 covered
Brokers & agents paid · 20253
GALLAGHER BENEFIT SERVICES, INC.$61,521 · incl $5,723 fees
KATHERINE DILLARD$15,971
TITAN BENEFITS CONSULTING, LLC$6,806
Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 621859961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.