Plan Ledger DOL Form 5500 · updated monthly

Ten Oaks, LLCbenefits

Ten Oaks LLC · STUART, VA · plan year 2025

Previously filed as Ten Oaks LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$99,714

Ten Oaks, LLC's benefits plans covered 188 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $99,714 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $530 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 14% from $87,207 in 2024.

Insurance contracts · 20252
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 192 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 188 covered
Brokers & agents paid · 20252
MOUNTCASTLE INSURANCE$71,576 · incl $4,120 fees
G.W. MOUNTCASTLE AGENCY, INC$28,138 · incl $3,180 fees
Also brokered by Mountcastle Insurance1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 201751466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.