Plan Ledger DOL Form 5500 · updated monthly

Valmark Financial Group, LLCbenefits

Valmark Financial Group Benefits Plan · AKRON, OH · plan year 2025

Broker compensation reported · 2025
$21,389

Valmark Financial Group, LLC's benefits plans covered 165 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $21,389 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $130 per covered person, below the median for employer plans that report broker pay. Broker pay was essentially unchanged from 2024.

Insurance contracts · 20252
ULLIANCE, INC.premiums n/a · 165 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dental vision life ltdpremiums n/a · 144 covered
Brokers & agents paid · 20251
USI INSURANCE SERVICES LLC$21,389 · incl $6,848 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 341924302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.