Plan Ledger DOL Form 5500 · updated monthly

Bethesda Lutheran Communitiesbenefits

Bethesda Lutheran Communities Employee Benefits Plan · WATERTOWN, WI · plan year 2023

Broker compensation reported · 2023
$125,511

Bethesda Lutheran Communities's benefits plan covered 909 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $317,239. Insurance brokers and agents were paid $125,511 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 39.6% of premiums. That is $138 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 202311
DELTA DENTAL OF WISCONSIN · dental$258K · 419 covered
DELTA DENTAL OF WISCONSIN · dental$59K · 135 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 465 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 518 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 909 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 909 covered
STEALTH PARTNER GROUP · stop-losspremiums n/a · 747 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 909 covered
VISION SERVICE PLAN · visionpremiums n/a · 475 covered
Brokers & agents paid · 20232
VIRTUS LLC$111,919
Also brokered by Stealth Partner Group LLC5
Arvest Bank AR$371,066
Lhc Group, Inc. LA$303,715

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 390806446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.