Plan Ledger DOL Form 5500 · updated monthly

American Phoenix, Inc.benefits

American Phoenix, Inc. Health and Welfare Plan · GOLDEN VALLEY, MN · plan year 2025

Broker compensation reported · 2025
$42,473

American Phoenix, Inc.'s benefits plans covered 224 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $146,203. Insurance brokers and agents were paid $42,473 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 29.1% of premiums. That is $190 per covered person, above the median for employer plans that report broker pay. Broker pay fell 10% from $47,261 in 2024.

Insurance contracts · 20253
DELTA DENTAL OF WISCONSIN · dental$146K · 221 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 329 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 141 covered
Brokers & agents paid · 20252
MARSH & MCLENNAN AGENCY LLC$40,871 · incl $5,172 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 391761001 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.