Plan Ledger DOL Form 5500 · updated monthly

Stephens Shared Services LLCbenefits

Stephens Flexible Benefits Plan · LITTLE ROCK, AR · plan year 2025

Broker compensation reported · 2025
$381,475

Stephens Shared Services LLC's benefits plans covered 1,238 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $1,023,029. Insurance brokers and agents were paid $381,475 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 37.3% of premiums. That is $308 per covered person, above the median for employer plans that report broker pay. Broker pay rose 8.2% from $352,677 in 2024.

Insurance contracts · 20258
DELTA DENTAL PLAN OF ARKANSAS, INC. · dental$878K · 2,220 covered
DELTA VISION PLAN OF ARKANSAS, INC. · vision$145K · 1,812 covered
UNITEDHEALTHCARE STOP LOSS - UNITED HEALTH · stop-losspremiums n/a · 1,030 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 307 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 1,238 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1,773 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1,773 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1,178 covered
Brokers & agents paid · 20253
STEPHENS INSURANCE LLC$295,147 · incl $39,811 fees
STEPHENS INSURANCE SERVICES, LLC$26,713 · incl $5,802 fees
AVANT SPECIALTY BENEFITS LLC$59,615 · incl $37,420 fees
Also brokered by Stephens Insurance LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 272059091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.