Plan Ledger DOL Form 5500 · updated monthly

Aristocrat Senior Management, LTD.benefits

Aristocrat Senior Management dba Generations Healthcare Management Erisa Wrap Plan · BEREA, OH · plan year 2025

Broker compensation reported · 2025
$57,641

Aristocrat Senior Management, LTD.'s benefits plans covered 109 active participants in 2025, providing health · life · dental · vision · long-term disability. Insurance premiums totaled $1,552,410. Insurance brokers and agents were paid $57,641 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.7% of premiums. That is $529 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 7.0% from $53,876 in 2024.

Insurance contracts · 20254
MEDICAL MUTUAL · health drug$1.5M · 108 covered
SUPERIOR DENTAL CARE · dental$58K · 101 covered
VISION SERVICE PLAN · visionpremiums n/a · 89 covered
MEDMUTUAL LIFE INSURANCE COMPANY · lifepremiums n/a · 109 covered
Brokers & agents paid · 20251
THE JAMES B OSWALD COMPANY$57,641 · incl $22,442 fees
Also brokered by The James B Oswald Company5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 341890792 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.