Plan Ledger DOL Form 5500 · updated monthly

Stockton Mortgage Corporationbenefits

Stockton Mortgage Corporation Welfare Benefits Plan · FRANKFORT, KY · plan year 2025

Broker compensation reported · 2025
$268,096

Stockton Mortgage Corporation's benefits plans covered 358 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $268,096 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $749 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 36% from $197,704 in 2024.

Insurance contracts · 20252
ANTHEM HEALTH PLANS OF KY, INC. · health drug dental visionpremiums n/a · 548 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 358 covered
Brokers & agents paid · 20253
ACCRETIVE WHOLESALE INS. SVCS., LLC$223,127 · incl $15,375 fees
SYNERGY BENEFITS & WELLNESS, LLC$33,727
UPG AGENCY, LLC$11,242

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 611392032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.