Plan Ledger DOL Form 5500 · updated monthly

Southern Orthopaedic Alliance, PLLCbenefits

Southern Orthopaedic Alliance Health and Welfare Plan · WETUMPKA, AL · plan year 2025

Broker compensation reported · 2025
$34,441

Southern Orthopaedic Alliance, PLLC's benefits plans covered 182 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $1,458,204. Insurance brokers and agents were paid $34,441 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.4% of premiums. That is $189 per covered person, above the median for employer plans that report broker pay. Broker pay fell 27% from $47,429 in 2024.

Insurance contracts · 20254
BLUE CROSS AND BLUE SHIELD OF ALABAMA · health drug dental$1.5M · 306 covered
VISION SERVICE PLAN · visionpremiums n/a · 117 covered
RELIASTAR LIFE INSURANCE COMPANYpremiums n/a · 97 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 182 covered
Brokers & agents paid · 20252
LOCKTON COMPANIES, LLC$30,514 · incl $861 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 922164113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.