Plan Ledger DOL Form 5500 · updated monthly

Vertex Service Partners, LLCbenefits

Vertex Service Partners, LLC Health and Welfare Plan · CHARLOTTE, NC · plan year 2024

Broker compensation reported · 2024
$148,504

Vertex Service Partners, LLC's benefits plan covered 1,141 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $148,504 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.

Insurance contracts · 20245
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 278 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 559 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 222 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 261 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 1,208 covered
Brokers & agents paid · 20244
TBX EMPLOYEE BENEFITS LLC$73,187 · incl $10,787 fees
AON CONSULTING$17,351 · incl $4,894 fees
AON CONSULTING INC$15,672 · incl $325 fees
CUSTOM BENEFITS PROG INC AN AON CO$42,294 · incl $694 fees
Also brokered by Tbx Employee Benefits LLC5
M-Files, Inc. TX$11,537

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 922521569 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.