Plan Ledger DOL Form 5500 · updated monthly

Bank Five Ninebenefits

Bank Five Nine Employee Benefit Plan · OCONOMOWOC, WI · plan year 2025

Broker compensation reported · 2025
$9,719

Bank Five Nine's benefits plans covered 364 active participants in 2025, providing health · dental · other · vision · life · death benefits · short-term disability · long-term disability. Insurance brokers and agents were paid $9,719 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $27 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 27% from $7,659 in 2024.

Insurance contracts · 20255
UNITED BEHAVIORAL HEALTH DBA OPTUMpremiums n/a · 364 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 472 covered
SYMETRA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 326 covered
UNITED HEALTHCARE INSURANCE COMPANYpremiums n/a · 247 covered
Brokers & agents paid · 20251
GALLAGHER BENEFIT SERVICES INC$9,719 · incl $5,953 fees
Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 390148000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.