Plan Ledger DOL Form 5500 · updated monthly

Catholic Charities, Inc., Diocese of Madisonbenefits

Catholic Charities, Inc., Diocese of Madison Health and Welfare Benefit Plan · MADISON, WI · plan year 2025

Broker compensation reported · 2025
$39,987

Catholic Charities, Inc., Diocese of Madison's benefits plans covered 122 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $49,084. Insurance brokers and agents were paid $39,987 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 81.5% of premiums. That is $328 per covered person, above the median for employer plans that report broker pay. Broker pay rose 23% from $32,490 in 2024.

Insurance contracts · 20259
DELTA DENTAL OF WISCONSIN · dental$49K · 56 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 124 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 112 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 112 covered
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 47 covered
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN · healthpremiums n/a · 166 covered
Brokers & agents paid · 20253
M3 INSURANCE SOLUTIONS INC$10,304 · incl $278 fees
M3 INSURANCE SOLUTIONS INC.$29,297 · incl $556 fees
KRONOS SAASHR INC.$386 · incl $386 fees
Also brokered by M3 Insurance Solutions Inc5
Stella & Chewy's WI$180,206

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 390807067 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.