Plan Ledger DOL Form 5500 · updated monthly

Bertelsmann Inc.benefits

Bertelsmann Employee Protection Plan · NEW YORK, NY · plan year 2024

Previously filed as Bertelsmann, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$231,678

Bertelsmann Inc.'s benefits plans covered 9,906 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $231,678 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $23 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 24% from $186,247 in 2023.

Insurance contracts · 202426
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK · ltdpremiums n/a · 4,655 covered
DELTA DENTAL OF NEW YORK · dentalpremiums n/a · 394 covered
EXPRESS SCRIPTS, INC. · drugpremiums n/a · 65 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 422 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 127 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 44 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 46 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 1 covered
UNITEDHEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 672 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 17 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 23 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 21 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 45 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 649 covered
VISION SERVICE PLAN · visionpremiums n/a · 292 covered
GENWORTH LIFE INSURANCE COMPANYpremiums n/a · 23 covered
GENWORTH LIFE INSURANCE COMPANYpremiums n/a · 1 covered
UNITEDHEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 3,976 covered
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK · lifepremiums n/a · 6,413 covered
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK · lifepremiums n/a · 5,594 covered
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK · ltdpremiums n/a · 4,761 covered
GENWORTH LIFE INSURANCE COMPANYpremiums n/a · 58 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 2 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 722 covered
Brokers & agents paid · 20242
MERCER HEALTH AND BENEFITS, LLC$184,089 · incl $46,493 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 952949493 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.