Plan Ledger DOL Form 5500 · updated monthly

Bone & Joint Clinic, S.C.benefits

Bone & Joint Clinic, S.C. Welfare Benefit Plan · WAUSAU, WI · plan year 2024

Broker compensation reported · 2024
$94,211

Bone & Joint Clinic, S.C.'s benefits plans covered 248 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $109,512. Insurance brokers and agents were paid $94,211 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 86.0% of premiums. That is $380 per covered person, above the median for employer plans that report broker pay. Broker pay fell 11% from $105,921 in 2023.

Insurance contracts · 20249
NORTHWESTERN MUTUAL · ltd$110K · 17 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 200 covered
NATIONAL VISION ADMINISTRATORS, LLC · visionpremiums n/a · 438 covered
ASSURITY LIFE INSURANCE COMPANY · lifepremiums n/a · 59 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 138 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 153 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 247 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 230 covered
ILLINOIS MUTUAL INSURANCEpremiums n/a · 31 covered
Brokers & agents paid · 20249
BENEFIT PLAN ADMINISTRATORS$56,612
JEROD THOMAS SPAETH$6,864 · incl $1,382 fees
ANSAY & ASSOCIATES LLC$24,793 · incl $4,996 fees
MARQUARDT INSURANCE GROUP$2,209
DI MEGLIO FNCL GRP LLC$1,228 · incl $132 fees
ADVANTAGE GROUP GA LLC$809
ADVANTAGE GROUP MGA LLC$623
MARQUARDT INSURANCE GROUP INC$510
5 individual agents · names withheld$563

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Benefit Plan Administrators1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 391130341 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.