Plan Ledger DOL Form 5500 · updated monthly

Advanced Energy Industries, Inc.benefits

Advanced Energy Industries, Inc. Select Benefit Plan · DENVER, CO · plan year 2025

Broker compensation reported · 2025
$144,273

Advanced Energy Industries, Inc.'s benefits plans covered 1,036 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $863,230. Insurance brokers and agents were paid $144,273 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 16.7% of premiums. That is $139 per covered person, below the median for employer plans that report broker pay. Broker pay fell 15% from $168,827 in 2024.

Insurance contracts · 20258
DELTA DENTAL OF COLORADO · dental$863K · 1,905 covered
VISION SERVICE PLAN · visionpremiums n/a · 734 covered
METLIFE LEGAL PLANSpremiums n/a · 178 covered
HEALTH ADVOCATE SOLUTIONS, INC.premiums n/a · 1,039 covered
KAISER FOUNDATION HEALTH PLAN OF COLORADO · healthpremiums n/a · 55 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health hmopremiums n/a · 35 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 1,018 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 775 covered
Brokers & agents paid · 20256
WILLIS TOWERS WATSON INSURANCE$93,996 · incl $22,315 fees
IMA, INC.$4,505
PLANSOURCE BENEFITS ADMINISTRATION$2,334 · incl $2,115 fees
LIAZON BENEFITS, INC.$1,572 · incl $1,572 fees
WILLIS$443 · incl $443 fees
Also brokered by Wtw5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 840846841 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.