Plan Ledger DOL Form 5500 · updated monthly

The Wisdom Group, Incbenefits

Medical Plan · TROY, AL · plan year 2025

Broker compensation reported · 2025
$54,996

The Wisdom Group, Inc's benefits plans covered 109 active participants in 2025, providing health · dental. Insurance premiums totaled $1,016,638. Insurance brokers and agents were paid $54,996 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.4% of premiums. That is $505 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 17% from $66,103 in 2024.

Insurance contracts · 20252
BLUE CROSS AND BLUE SHIELD OF ALABAMA · health drug ppo$1.0M · 174 covered
GLOBE LIFE AND ACCIDENT INSURANCE COMPANY · healthpremiums n/a · 117 covered
Brokers & agents paid · 20254
LAKESHORE BENEFIT ALLIANCE$27,498
GILMER ADVISORS$14,299
SURETY MARKETING$10,999
LBA SERVICE$2,200
Also brokered by Lakeshore Benefit Alliance5
Ttl, Inc AL$52,412

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 272868340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.