Plan Ledger DOL Form 5500 · updated monthly

The Iserv Group, Inc.benefits

The Iserv Group, Inc. Welfare Benefit Plan · OCALA, FL · plan year 2025

Broker compensation reported · 2025
$66,965

The Iserv Group, Inc.'s benefits plans covered 278 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance premiums totaled $991,799. Insurance brokers and agents were paid $66,965 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.8% of premiums. That is $241 per covered person, above the median for employer plans that report broker pay. Broker pay fell 3.2% from $69,154 in 2024.

Insurance contracts · 20253
BLUE CROSS BLUE SHIELD OF FLORIDA · health drug$726K · 94 covered
HEALTH OPTIONS, INC. · health drug hmo$266K · 34 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life ppopremiums n/a · 378 covered
Brokers & agents paid · 20252
APEX INSURANCE ADVISORS, LLC$49,590
APEX INSURANCE ADVISORS$17,375
Also brokered by Apex Insurance Advisors, LLC1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 592262334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.