BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Carol Clinton Smith Marital Trust

Norman, OK

Carol Clinton Smith Marital Trust collected $1,752 in commissions and fees from 5 employer health plans in plan year 2024 filings, ranking #10149 among 12,126 brokers named in the public record. Most of its named clients are in Michigan.

Commissions + fees
$1,752
$1,752 commissions · $0 fees
Employer plans
5
5 contracts
Rank
#10149
top 84% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Premier Health · Ohio$1,22210,477
Wharton-Smith, Inc. · Florida$186753
Burrell-Preferred Inc dba Brightli · Missouri$1551,939
Acuity International · Virginia$128852
Webasto Roof Systems, Inc. · Michigan$612,822

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

1 plans
1 plans
1 plans
1 plans
1 plans

How much does Carol Clinton Smith Marital Trust earn from employer health plans?

In plan year 2024 filings, employers reported paying Carol Clinton Smith Marital Trust $1,752: $1,752 in commissions and $0 in fees, across 5 insurance contracts at 5 employers. That ranks #10149 of 12,126 brokers in the public record.

What commission rate is paid on plans Carol Clinton Smith Marital Trust brokers?

Not enough fully insured medical plans name Carol Clinton Smith Marital Trust as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Carol Clinton Smith Marital Trust?

The largest reported payers in 2024 were Premier Health, Wharton-Smith, Inc., Burrell-Preferred Inc dba Brightli. Michigan is its biggest state by employer count (1 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

Is this your company's plan? Get a written review of the filing.
A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.