Plan Ledger DOL Form 5500 · updated monthly

Southeast, Inc.benefits

Southeast Inc Welfare Benefit Plan · COLUMBUS, OH · plan year 2025

Broker compensation reported · 2025
$109,734

Southeast, Inc.'s benefits plans covered 473 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $5,712,878. Insurance brokers and agents were paid $109,734 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 1.9% of premiums. That is $232 per covered person, above the median for employer plans that report broker pay. Broker pay fell 16% from $130,946 in 2024.

Insurance contracts · 20253
MEDICAL MUTUAL OF OHIO · health drug ppo$5.5M · 306 covered
SUPERIOR DENTAL CARE · dental$221K · 339 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · vision life std ltdpremiums n/a · 473 covered
Brokers & agents paid · 20251
MILESTONE BENEFITS AGENCY INC$109,734 · incl $124 fees
Also brokered by Milestone Benefits Agency Inc4

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 310940189 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.