Plan Ledger DOL Form 5500 · updated monthly

The John Richard Collection, LLCbenefits

The John Richard Collection Employee Health Benefit Plan · WHITSETT, NC · plan year 2025

Broker compensation reported · 2025
$18,267

The John Richard Collection, LLC's benefits plans covered 100 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $674,026. Insurance brokers and agents were paid $18,267 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.7% of premiums. That is $183 per covered person, below the median for employer plans that report broker pay. Broker pay rose 24% from $14,751 in 2024.

Insurance contracts · 20252
BLUE CROSS & BLUE SHIELD OF MISSISSIPPI · health drug$674K · 126 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 100 covered
Brokers & agents paid · 20252
LOCKTON COMPANIES, LLC$17,488 · incl $4,781 fees
Individual agent · names withheld$779

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 640699039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.