Plan Ledger DOL Form 5500 · updated monthly

Utili-Serve, LLCbenefits

Utili-Serve Welfare Benefit Plan · CONOVER, NC · plan year 2025

Broker compensation reported · 2025
$41,785

Utili-Serve, LLC's benefits plans covered 343 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $41,785 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $122 per covered person, below the median for employer plans that report broker pay. Broker pay fell 28% from $58,407 in 2024.

Insurance contracts · 20253
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 327 covered
AMERITAS LIFE INSURANCE CORP · dental visionpremiums n/a · 583 covered
BERKLEY LIFE AND HEALTH INSURANCE COMPANY · stop-losspremiums n/a · 267 covered
Brokers & agents paid · 20252
MARSH & MCLENNAN AGENCY LLC$37,934 · incl $8,301 fees
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 262847595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.