Plan Ledger DOL Form 5500 · updated monthly

C.A. Curtze Companybenefits

C.A. Curtze Company Welfare Plan · ERIE, PA · plan year 2025

Broker compensation reported · 2025
$89,876

C.A. Curtze Company's benefits plans covered 470 active participants in 2025, providing health · life · dental · vision · short-term disability. Insurance premiums totaled $39,005. Insurance brokers and agents were paid $89,876 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 230.4% of premiums. That is $191 per covered person, above the median for employer plans that report broker pay. Brokers were paid 3.9x the $23,187 reported for 2024.

Insurance contracts · 20256
VISION BENEFITS OF AMERICA · vision$28K · 346 covered
VISION BENEFITS OF AMERICA · vision$11K · 137 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 481 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 170 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 216 covered
AETNA LIFE INSURANCE CO · healthpremiums n/a · 771 covered
Brokers & agents paid · 20252
LILLIS MCKIBBEN BONGIOVANNI & CO$84,299 · incl $7,353 fees
PROFESSIONAL GROUP PLANS INC$5,577 · incl $5,577 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 250925399 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.