Plan Ledger DOL Form 5500 · updated monthly

Cassiabenefits

Cassia Health and Welfare Benefit Plan · EDINA, MN · plan year 2025

Broker compensation reported · 2025
$318,703

Cassia's benefits plans covered 2,424 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $318,703 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $131 per covered person, below the median for employer plans that report broker pay. Broker pay rose 20% from $265,465 in 2024.

Insurance contracts · 20256
BENCHMARK INSURANCE COMPANY · health drugpremiums n/a · 1,789 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 2,366 covered
MEDICA INSURANCE COMPANY · health drugpremiums n/a · 3,203 covered
RELIASTAR LIFE INSURANCE COMPANY · life ltdpremiums n/a · 6,329 covered
VITAL WORKLIFEpremiums n/a · 2,424 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · health life stdpremiums n/a · 206 covered
Brokers & agents paid · 20256
USI INSURANCE SERVICES LLC$303,684 · incl $56,343 fees
NATIONAL ENROLLMENT PARTNERS LLC$6,912 · incl $2,265 fees
KLH INSURANCE, INC.$3,717 · incl $428 fees
MEGHAN M. LUCAS AND VARIOUS AGENTS$1,476 · incl $5 fees
2 individual agents · names withheld$1,535

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 Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 831758728 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.