Plan Ledger DOL Form 5500 · updated monthly

Transition Finance Strategies, LLCbenefits

Transition Finance Strategies, LLC Welfare Benefits Plan · CHARLOTTESVILLE, VA · plan year 2025

Broker compensation reported · 2025
$41,028

Transition Finance Strategies, LLC's benefits plans covered 263 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $41,028 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $156 per covered person, below the median for employer plans that report broker pay. Broker pay fell 53% from $86,379 in 2024.

Insurance contracts · 20252
ANTHEM HEALTH PLANS OF VIRGINIA, INC. · health dental vision ppopremiums n/a
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 515 covered
Brokers & agents paid · 20253
HUB INTERNATIONAL LIMITED$13,598 · incl $13,598 fees
Also brokered by HUB International5
Rfe/Rl, Inc. DC$1,044,707

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 134238973 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.