Plan Ledger DOL Form 5500 · updated monthly

The Motley Fool Holdings, Inc.benefits

The Motley Fool Holdings, Inc. Health and Welfare Plan · ALEXANDRIA, VA · plan year 2025

Broker compensation reported · 2025
$24,374

The Motley Fool Holdings, Inc.'s benefits plans covered 351 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $24,374 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $69 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 25% from $32,433 in 2024.

Insurance contracts · 20254
SPRINGHEALTHpremiums n/a · 351 covered
LEGALPLANS USApremiums n/a · 76 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 351 covered
Brokers & agents paid · 20251
LOCKTON COMPANIES, LLC$24,374 · incl $10,289 fees
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 263335778 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.