Plan Ledger DOL Form 5500 · updated monthly

Transportation and Logistics Managementbenefits

Transportation and Logistics Management dba Soar Transportation Health & Welfare Benefit Plan · CHATTANOOGA, TN · plan year 2025

Broker compensation reported · 2025
$23,417

Transportation and Logistics Management's benefits plans covered 96 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $70,522. Insurance brokers and agents were paid $23,417 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 33.2% of premiums. That is $244 per covered person, above the median for employer plans that report broker pay. Broker pay fell 55% from $52,442 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF TENNESSEE · dental vision$71K · 190 covered
AETNA LIFE INSURANCE COMPANY · health drugpremiums n/a · 146 covered
MED INVESTORS DEVELOPMENT, LLC DBA ONE TO ONE HEALTHpremiums n/a · 66 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 96 covered
Brokers & agents paid · 20252
BALDWIN KRYSTYN SHERMAN PARTNERS$5,234 · incl $5,234 fees
Also brokered by The Baldwin Group Southeast, LLC5
Forward Air, LLC TX$470,239
Fiberlight, LLC TX$171,469

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 934359717 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.