Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of the Heartland Health and Wellness Fundbenefits

Heartland Health and Wellness Fund · DAYTON, OH · plan year 2024

Broker compensation reported · 2024
$10,000

Board of Trustees of the Heartland Health and Wellness Fund's benefits plans covered 48,345 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $10,000 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $0 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay was essentially unchanged from 2023.

Insurance contracts · 20242
THE UNION LABOR LIFE INSURANCE COMPANY · stop-losspremiums n/a · 2,616 covered
SYMETRA LIFE INSURANCE COMPANY · lifepremiums n/a · 40,407 covered
Brokers & agents paid · 20241
Also brokered by Segal5
Schott Corporation NY$1,712,458
Alkermes Inc. MA$308,463

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 316173363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.