Plan Ledger DOL Form 5500 · updated monthly

Bonita Springs Utilities, Inc.benefits

Bonita Springs Utilities, Inc. Health and Welfare Benefits Plan · BONITA SPRINGS, FL · plan year 2025

Broker compensation reported · 2025
$90,218

Bonita Springs Utilities, Inc.'s benefits plans covered 135 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $1,379,639. Insurance brokers and agents were paid $90,218 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.5% of premiums. That is $668 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 4.2% from $94,217 in 2024.

Insurance contracts · 20255
BLUE CROSS BLUE SHIELD OF FLORIDA · health drug ppo$1.3M · 122 covered
HEALTH OPTIONS · health drug hmo$60K · 5 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 135 covered
VISION SERVICE PLAN · visionpremiums n/a · 132 covered
Brokers & agents paid · 20257
BALDWIN KRYSTYN SHERMAN PARTNERS LL$62,084
THE BALDWIN GROUP SOUTHEAST, LLC$11,997 · incl $1,562 fees
LASSITERWARE, LLC$1,734 · incl $1,734 fees
JAN TINDER ENTERPRISES INC.$122
Also brokered by Baldwin Krystyn Sherman Partners Ll5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 591350003 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.