Plan Ledger DOL Form 5500 · updated monthly

Surgent McCoy Cpe, LLCbenefits

Knowfully Health and Welfare Plan · RADNOR, PA · plan year 2025

Broker compensation reported · 2025
$142,375

Surgent McCoy Cpe, LLC's benefits plans covered 187 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $2,083,243. Insurance brokers and agents were paid $142,375 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.8% of premiums. That is $761 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 13% from $126,171 in 2024.

Insurance contracts · 20256
INDEPENDENCE BLUE CROSS · health ppo$1.7M · 225 covered
INDEPENDENCE BLUE CROSS · drug$413K · 158 covered
INDEPENDENCE BLUE CROSS · drugpremiums n/a · 67 covered
AETNA LIFE INSURANCE COMPANY · dental visionpremiums n/a · 242 covered
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 261 covered
METLIFE LEGAL PLANSpremiums n/a · 34 covered
Brokers & agents paid · 20257
SIMKISS & BLOCK,$102,361 · incl $17,056 fees
SIMKISS & BLOCK$13,549 · incl $1,301 fees
SIMKISS & BLOCK, AN ALERA GROUP$9,210 · incl $9,210 fees
ALERA GENERAL AGENCY$7,556 · incl $962 fees
EMERSON, ROGERS LLC$4,598
SIMKISS AGENCY$4,204 · incl $4,204 fees
THE SIMKISS AGENCY$897
Also brokered by Simkiss & Block,4

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 342037648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.