Plan Ledger DOL Form 5500 · updated monthly

Capri Communities, LLCbenefits

Capri Senior Communities Health & Welfare Plan · WAUKESHA, WI · plan year 2025

Broker compensation reported · 2025
$48,884

Capri Communities, LLC's benefits plans covered 596 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $48,884 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $82 per covered person, below the median for employer plans that report broker pay. Broker pay rose 28% from $38,128 in 2024.

Insurance contracts · 20253
UNITEDHEALTHCARE INSURANCE COMPANY · dentalpremiums n/a · 283 covered
VISION SERVICE PLAN · visionpremiums n/a · 224 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 596 covered
Brokers & agents paid · 20251
USI INSURANCE SERVICES LLC$48,884 · incl $7,577 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 392030637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.