Plan Ledger DOL Form 5500 · updated monthly

The Annex Group, LLCbenefits

The Annex Group Ancillary Benefits Plan · FISHERS, IN · plan year 2025

Broker compensation reported · 2025
$27,798

The Annex Group, LLC's benefits plan covered 120 active participants in 2025, providing dental · vision · life · short-term disability · long-term disability · other. Insurance brokers and agents were paid $27,798 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $232 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20251
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ppopremiums n/a · 183 covered
Brokers & agents paid · 20252
FIRST PERSON, INC$21,785 · incl $4,214 fees
TOTALIS BENEFITS$6,013 · incl $6,013 fees
Also brokered by First Person, Inc5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 823520846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.