Plan Ledger DOL Form 5500 · updated monthly

Wesley Hall, Inc. Employee Benefitbenefits

Wesley Hall, Inc. Employee Benefit · HICKORY, NC · plan year 2025

Previously filed as Wesley Hall Inc Employee Benefit. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$222,588

Wesley Hall, Inc. Employee Benefit's benefits plans covered 307 active participants in 2025, providing health · life · dental · vision. Insurance premiums totaled $150,169. Insurance brokers and agents were paid $222,588 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 148.2% of premiums. That is $725 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 158% from $86,427 in 2024.

Insurance contracts · 20253
UNITED HEALTHCARE INSURANCE · life$150K · 259 covered
EQUITABLEpremiums n/a · 251 covered
BLUE CROSS BLUE SHIELD OF NC · health dental visionpremiums n/a · 307 covered
Brokers & agents paid · 20252
GAGE BENEFIT ADVISORS, INC$209,980 · incl $150,169 fees
STEALTH PARTNER GROUP$12,608 · incl $2,268 fees
Also brokered by Gage Benefit Advisors, Inc1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 561642631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.