Plan Ledger DOL Form 5500 · updated monthly

Wesley Financial Groupbenefits

Wesley Financial Group Employee Benefits Plan · FRANKLIN, TN · plan year 2025

Broker compensation reported · 2025
$132,526

Wesley Financial Group's benefits plans covered 335 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $132,526 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $396 per covered person, above the median for employer plans that report broker pay. Brokers were paid 7.5x the $17,764 reported for 2024.

Insurance contracts · 20258
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dental visionpremiums n/a · 264 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 327 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 327 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 102 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 89 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 65 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 59 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 67 covered
Brokers & agents paid · 20252
ALIUM INSURANCE PARTNERS$79,874
ALIUM LLC$52,652 · incl $99 fees
Also brokered by Alium Insurance Partners4

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 454049154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.