Plan Ledger DOL Form 5500 · updated monthly

The Retirement Advantagebenefits

The Retirement Advantage Welfare Benefit Plan · PORT WASHINGTON, WI · plan year 2025

Broker compensation reported · 2025
$21,690

The Retirement Advantage's benefits plans covered 156 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $21,690 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $139 per covered person, below the median for employer plans that report broker pay. Broker pay rose 46% from $14,824 in 2024.

Insurance contracts · 20256
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 156 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 156 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 71 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 36 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 48 covered
WYSSTA INSURANCE COMPANY INC. · visionpremiums n/a · 77 covered
Brokers & agents paid · 20252
VIZANCE, INC.$20,905 · incl $7,589 fees
VIZANCE BENEFITS LLC$785
Also brokered by Vizance, Inc.5
Advocap, Inc. WI$16,442

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 391816008 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.