Plan Ledger DOL Form 5500 · updated monthly

Carleton-Willard Villagebenefits

Carleton-Willard Village Welfare Benefits Plan · BEDFORD, MA · plan year 2025

Broker compensation reported · 2025
$83,278

Carleton-Willard Village's benefits plans covered 264 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $83,278 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $315 per covered person, above the median for employer plans that report broker pay. Broker pay rose 6.4% from $78,268 in 2024.

Insurance contracts · 20257
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 264 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 63 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 222 covered
MASS GENERAL BRIGHAM HEALTH PLAN · health hmopremiums n/a · 231 covered
VISION SERVICE PLAN · visionpremiums n/a · 114 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 109 covered
Brokers & agents paid · 20258
BRIAN WILLIAM PATTEN$4,980
MARSH & MCLENNAN AGENCY, LLC$15,255 · incl $4,219 fees
DANIEL C HARRIS$1,953
RHONDA A DRESNER$1,288
TMBG INC$45
16 individual agents · names withheld$5,356

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 Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 042105844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.