Plan Ledger DOL Form 5500 · updated monthly

Surgical Notesbenefits

Surgical Notes Welfare Benefits Plan · ALPHARETTA, GA · plan year 2025

Broker compensation reported · 2025
$33,372

Surgical Notes's benefits plan covered 0 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $33,372 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage.

Insurance contracts · 20253
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 167 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental visionpremiums n/a · 683 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 270 covered
Brokers & agents paid · 20254
MARSH & MCLENNAN AGENCY LLC$18,534 · incl $7,592 fees
AON CONSULTING INC NJ$305 · incl $305 fees
AON RISK SERVICES CENTRAL INC$20 · incl $20 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 582535467 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.