Plan Ledger DOL Form 5500 · updated monthly

Beaumont Retirement Services Inc.benefits

Beaumont Retirement Services Inc. Welfare Plan · BRYN MAWR, PA · plan year 2025

Broker compensation reported · 2025
$111,009

Beaumont Retirement Services Inc.'s benefits plans covered 145 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance premiums totaled $1,472,472. Insurance brokers and agents were paid $111,009 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 7.5% of premiums. That is $766 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 28% from $86,835 in 2024.

Insurance contracts · 20253
INDEPENDENCE BLUE CROSS · health drug vision$1.5M · 123 covered
UNITED CONCORDIA INSURANCE COMPANY · dentalpremiums n/a · 121 covered
HARTFORD LIFE & ACCIDENT · life ltdpremiums n/a · 145 covered
Brokers & agents paid · 20252
EMERSON ROGERS, LLC$100,483 · incl $699 fees
CBIZ BENEFITS & INSURANCE SERVICES$10,526 · incl $2,168 fees
Also brokered by Emerson Rogers, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 232324586 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.