Plan Ledger DOL Form 5500 · updated monthly

Tao Group Operating, LLCbenefits

Tao Group Operating, LLC. Health and Welfare Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$136,991

Tao Group Operating, LLC's benefits plans covered 1,818 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $136,991 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $75 per covered person, below the median for employer plans that report broker pay. Broker pay rose 8.2% from $126,622 in 2024.

Insurance contracts · 20254
ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC. · dental visionpremiums n/a · 1,313 covered
FOUR EVER LIFE INS CO. · healthpremiums n/a · 1,818 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · life std ltdpremiums n/a · 1,818 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 329 covered
Brokers & agents paid · 20253
USI INSURANCE SERVICES LLC$61,923 · incl $4,092 fees
IBENEFIT COMMUNICATION LLC$40,746
USI INSURANCE SERVICES$34,322 · incl $17,439 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 814574674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.