Welfare Plan 5500 - Schedule A - mid yr broker buyout

[TPApril]

Group Insurance broker was bought by another firm mid-year. So two different brokerages received commissions, even though the Employer did not formally change brokers.

On insurance carriers' Schedule A provided information letters, they either indicate one or the other for the whole year (ie if their system is not updated, they list the prior firm name, if updated the new name) with the grand total for the whole year.

To what extent is it necessary to break out what amounts were paid to which firm, even though it's the same broker group?