Surency Life & Health Insurance — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Surency Life & Health Insurance is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $133,254 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$133.3KDirect + indirect, across loaded filings$133,254
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$133.3K
Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation36%Shamrock Trading Corporation
Top state share of plans40%MO
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Surency Life & Health Insurance. Bars show relative scale.

  1. 1
    KS · 1 plan(s)
  2. 2
    NH · 1 plan(s)
  3. 3
  4. 4
    MO · 1 plan(s)
  5. 5
Geographic reach

State footprint

Where Surency Life & Health Insurance appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    MO2 plan(s)
  2. 2
    KS1 plan(s)
  3. 3
    NH1 plan(s)
  4. 4
    TN1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Surency Life & Health Insurance are sponsored, by plan count.

  1. 1
  2. 2
  3. 3
  4. 4
    Memphis, TN1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Shamrock Trading Corporation, KS · Direct $47.5K · 2023
  2. 2
    Cmg Cit Acquisition, LLC, NH · Direct $42.2K · 2023
  3. 3
    Unite Private Networks LLC Employee Benefits Plan, MO · Direct $21.6K · 2023
  4. 4
    Polsinelli, MO · Direct $13.1K · 2023
  5. 5
    Monogram Food Solutions, LLC Welfare Plan, TN · Direct $8.9K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Surency Life & Health Insurance?
Public Form 5500 Schedule C filings report compensation paid to Surency Life & Health Insurance as a plan service provider. Across loaded filings, total reported compensation is $133,254.
How many plans report Surency Life & Health Insurance as a service provider?
Surency Life & Health Insurance appears on 5 loaded plan(s) across 5 sponsor(s).

Related Form 5500 pages