Plan Ledger DOL Form 5500 · updated monthly

Treace Medical Concepts Inc.benefits

Treace Medical Concepts Medical Plan · PONTE VEDRA, FL · plan year 2025

Broker compensation reported · 2025
$341,490

Treace Medical Concepts Inc.'s benefits plans covered 441 active participants in 2025, providing health · life · dental · vision · short-term disability · other. Insurance premiums totaled $4,122,694. Insurance brokers and agents were paid $341,490 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 8.3% of premiums. That is $774 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 3.0x the $113,390 reported for 2024.

Insurance contracts · 20255
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health$4.1M · 865 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 131 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 152 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 523 covered
Brokers & agents paid · 20256
EDGEWOOD PARTNERS INSURANCE CENTER$307,130 · incl $208,736 fees
JAMES R. NELLIGAN & ASSOCIATES LLC$20,631 · incl $3,439 fees
EDGEWOOD PARTNERS INS CENTER$9,770 · incl $407 fees
JAMES R NELLIGAN & ASSOCIATED LLC$1,548 · incl $258 fees
JAMES R NELLIGAN & ASSOCIATES LLC$1,041 · incl $173 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 471052611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.