Plan Ledger DOL Form 5500 · updated monthly

Baker Tilly Advisory Group, LPbenefits

Baker Tilly Group Insurance Plan · CHICAGO, IL · plan year 2024

Broker compensation reported · 2024
$344,402

Baker Tilly Advisory Group, LP's benefits plan covered 6,743 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $3,686,783. Insurance brokers and agents were paid $344,402 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 9.3% of premiums. That is $51 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 202412
DELTA DENTAL OF WISCONSIN · dental$3.7M · 5,558 covered
QUARTZ HEALTH BENEFIT PLANS CORPORATION · health drug hmopremiums n/a · 261 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 2,299 covered
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 4,997 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 6,537 covered
KAISER FOUNDATION HEALTH PLAN, INC · health drug hmopremiums n/a · 7 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 318 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 149 covered
DEAN HEALTH PLAN · health drug hmopremiums n/a · 262 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 1,175 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 6,420 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 713 covered
Brokers & agents paid · 20242
BAKER TILLY VANTAGEN, LLC$156,259
AON CONSULTING INC$188,143 · incl $29,872 fees
Also brokered by Baker Tilly Vantagen, LLC1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 390859910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.