Plan Ledger DOL Form 5500 · updated monthly

Chisholm Chisholm & Kilpatrick, LTD.benefits

Chisholm Chisholm & Kilpatrick Welfare Wrap Plan · PROVIDENCE, RI · plan year 2025

Broker compensation reported · 2025
$106,461

Chisholm Chisholm & Kilpatrick, LTD.'s benefits plans covered 380 active participants in 2025, providing health · life · dental · vision · long-term disability. Insurance premiums totaled $115,747. Insurance brokers and agents were paid $106,461 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 92.0% of premiums. That is $280 per covered person, above the median for employer plans that report broker pay. Broker pay rose 12% from $94,864 in 2024.

Insurance contracts · 20255
NORTHWESTERN MUTUAL · ltd$86K · 349 covered
NORTHWESTERN MUTUAL · life$30K · 436 covered
DELTA DENTAL OF RHODE ISLAND · dentalpremiums n/a · 373 covered
VISION SERVICE PLAN · visionpremiums n/a · 215 covered
BLUE CROSS BLUE SHIELD OF RHODE ISLAND · healthpremiums n/a · 387 covered
Brokers & agents paid · 20257
USI INSURANCE SERVICES OF RI INC$74,108 · incl $70,650 fees
JEREMY TAYLOR STOWE$20,129 · incl $4,052 fees
TIMOTHY G MCCAHAN$1,608 · incl $324 fees
PETER J WARREN$2,359 · incl $623 fees
RUSSO GROUP LLC$1,944 · incl $208 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 274459831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.