Plan Ledger DOL Form 5500 · updated monthly

Broadridge Financial Solutions, Incbenefits

Broadridge Financial Solutions, Inc. Supplemental Unemployment Benefit Plan · NEWARK, NJ · plan year 2024

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

Broker compensation reported · 2024
$494,373

Broadridge Financial Solutions, Inc's benefits plans covered 6,875 active participants in 2024. Insurance premiums totaled $1,255,047. Insurance brokers and agents were paid $494,373 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 39.4% of premiums. That is $72 per covered person, below the median for employer plans that report broker pay. Broker pay rose 131% from $213,998 in 2023.

Insurance contracts · 20249
AETNA LIFE INSURANCE CO. · health$1.3M · 56 covered
AETNA LIFE INSURANCE CO. · dentalpremiums n/a · 1,030 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 6,559 covered
AETNA LIFE INSURANCE CO. · visionpremiums n/a · 7,352 covered
COMPSYCHpremiums n/a · 6,625 covered
AETNA LIFE INSURANCE CO.premiums n/a · 5,235 covered
SECURIAN LIFE INSURANCE COMPANYpremiums n/a · 2,923 covered
SECURIAN LIFE INSURANCE COMPANY · lifepremiums n/a · 7,354 covered
Brokers & agents paid · 20243
MERCER HEALTH AND BENEFITS, LLC.$350,189 · incl $205,249 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 331151291 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.