Plan Ledger DOL Form 5500 · updated monthly

Tfo Partners, Inc.benefits

Tfo Partners Welfare Benefit Plan · MAUMEE, OH · plan year 2025

Broker compensation reported · 2025
$74,089

Tfo Partners, Inc.'s benefits plans covered 154 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $105,908. Insurance brokers and agents were paid $74,089 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 70.0% of premiums. That is $481 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 2.7% from $76,148 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF OHIO · dental$106K · 265 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 108 covered
EYEMED VISION CARE · visionpremiums n/a · 614 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 141 covered
Brokers & agents paid · 20252
KAPNICK & COMPANY INC.$68,136 · incl $43,900 fees
CENTRO BENEFITS GROUP, LLC$5,953 · incl $5,953 fees
Also brokered by Kapnick & Company Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 921497551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.