Plan Ledger DOL Form 5500 · updated monthly

Trans Phos Incbenefits

Trans Phos Inc Group Life Insurance Plan · BARTOW, FL · plan year 2025

Previously filed as Trans Phos Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$89,699

Trans Phos Inc's benefits plans covered 78 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $89,699 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,150 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 2.8% from $92,274 in 2024.

Insurance contracts · 20257
SUN LIFE ASSURANCE COMPANY OF CANADApremiums n/a · 32 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 78 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life stdpremiums n/a · 145 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 54 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 141 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life stdpremiums n/a · 41 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision stdpremiums n/a · 92 covered
Brokers & agents paid · 202511
AMWINS SELF FUNDED LLC$46,393 · incl $13,568 fees
FOUNDATION RISK PARTNERS CORP$26,401 · incl $1,123 fees
UMR INC$3,606 · incl $3,606 fees
EA LEGACY LLC$1,883
BENETEK CORPORATION$1,164
FOUDNATION RISK PARTNERS CORP$807
FOUNDATION RISK PARTNERS$716
OMS INS GROUP LLC$8,664 · incl $8,664 fees
CTL TAMPA LLC$34
HARRISON DAVIS INC$17
DAVIS II COMPANIES LLC$14
Also brokered by Amwins Self Funded LLC3

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 593042773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.