Plan Ledger DOL Form 5500 · updated monthly

Annie E Casey Foundationbenefits

Annie E Casey Foundation Health & Welfare Plan · BALTIMORE, MD · plan year 2025

Broker compensation reported · 2025
$7,701

Annie E Casey Foundation's benefits plans covered 195 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $7,701 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $39 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 5.7% from $8,165 in 2024.

Insurance contracts · 20257
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 202 covered
COMBINED INSURANCE COMPANY OF AMERICApremiums n/a · 139 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 195 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 195 covered
Brokers & agents paid · 20252
MERCER HUMAN RESOURCE CONSULTING$4,062 · incl $4,062 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 521951681 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.