Plan Ledger DOL Form 5500 · updated monthly

Caseworthybenefits

Caseworthy Welfare Plans · SALT LAKE CITY, UT · plan year 2025

Broker compensation reported · 2025
$147,445

Caseworthy's benefits plans covered 174 active participants in 2025, providing health · life · short-term disability · long-term disability · other. Insurance brokers and agents were paid $147,445 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $847 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 74% from $84,723 in 2024.

Insurance contracts · 20256
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 44 covered
METROPOLITAN LIFE INSURANCE COMPANY · stdpremiums n/a · 78 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 66 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 193 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 95 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 105 covered
Brokers & agents paid · 20253
GBS BENEFITS$4,460 · incl $327 fees
GBS BENEFITS INC$142,589 · incl $6,071 fees
LEAVITT GROUP INSUR ADVISORS INC$396 · incl $396 fees
Also brokered by Gbs Benefits5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 261753040 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.