Plan Ledger DOL Form 5500 · updated monthly

Association of Equipment Manufacturersbenefits

Aem Health and Welfare Plan · MILWAUKEE, WI · plan year 2025

Broker compensation reported · 2025
$150,684

Association of Equipment Manufacturers's benefits plans covered 112 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $330,910. Insurance brokers and agents were paid $150,684 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 45.5% of premiums. That is $1,345 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 3.6x the $42,172 reported for 2024.

Insurance contracts · 202528
DELTA DENTAL OF WISCONSIN · dental$89K · 94 covered
DELTA DENTAL OF WISCONSIN · dental$88K · 87 covered
DELTA DENTAL OF WISCONSIN · dental$82K · 91 covered
DELTA DENTAL OF WISCONSIN · dental$73K · 86 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 101 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 104 covered
EMPATHIA, INC.premiums n/a · 103 covered
SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. · visionpremiums n/a · 84 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 107 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 107 covered
EMPATHIA, INC.premiums n/a · 118 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 167 covered
SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. · visionpremiums n/a · 85 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 104 covered
EMPATHIA, INC.premiums n/a · 110 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 143 covered
MANHATTAN LIFE INSURANCE COMPANYpremiums n/a · 5 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 46 covered
SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. · visionpremiums n/a · 80 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 100 covered
EMPATHIA, INC.premiums n/a · 101 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 142 covered
MANHATTAN LIFE INSURANCE COMPANYpremiums n/a · 2 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 47 covered
SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. · visionpremiums n/a · 170 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 112 covered
EMPATHIA, INC.premiums n/a · 117 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 52 covered
Brokers & agents paid · 20257
USI INSURANCE SERVICES LLC$119,051 · incl $5,135 fees
ASSOCIATED FINANCIAL GROUP$24,214 · incl $522 fees
UNKNOWN$812 · incl $812 fees
BENEFITS, INC.$65
Individual agent · names withheld$50

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 311796607 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.