Plan Ledger DOL Form 5500 · updated monthly

Triad Financial Services, Inc.benefits

Triad Financial Services, Inc. Employee Benefit Plan · JACKSONVILLE, FL · plan year 2025

Broker compensation reported · 2025
$311,728

Triad Financial Services, Inc.'s benefits plans covered 562 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $311,728 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $555 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 8.3% from $287,921 in 2024.

Insurance contracts · 20252
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental vision ppopremiums n/a · 1,458 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 562 covered
Brokers & agents paid · 20253
MARSH AND MCLENNAN AGENCY, LLC$213,199 · incl $148,061 fees
LOCKTON COMPANIES, LLC$95,815 · incl $68,787 fees
STEALTH BENEFIT SOLUTIONS, LLC$2,714
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 591515932 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.