Wallace Roberts & Todd, LLCbenefits

Wallace Roberts & Todd LLC Health and Welfare Plan · PHILADELPHIA, PA · plan year 2025

Broker compensation reported · 2025

$60,251

Wallace Roberts & Todd, LLC's benefits plans covered 102 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $60,251 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $591 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 4.0% from $62,750 in 2024.

Insurance contracts · 20253

CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dentalpremiums n/a · 116 covered

EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. · visionpremiums n/a · 103 covered

UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 103 covered

Brokers & agents paid · 20252

CORPORATE SYNERGIES GROUP LLC$59,529 · incl $48,514 fees

Individual agent · names withheld$722

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Corporate Synergies Group LLC5
Carrington Holding Company, LLC & Affiliates CA$850,627
Pharmaron Cpc Inc. MD$555,505
American Heritage Federal Credit Union PA$460,104
Foundation Risk Partners, Corp. FL$362,665
Lehigh University PA$314,073

Why are you looking at this plan?

Wallace Roberts & Todd, LLC's retirement plan: fees & contributions

How these broker payments compare nationally

Employer health plans in Pennsylvania

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 231615241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.