Plan Ledger DOL Form 5500 · updated monthly

Clark Dietz, Inc.benefits

Clark Dietz Inc. Welfare Plan · CHICAGO, IL · plan year 2024

Previously filed as Clark Dietz Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$78,433

Clark Dietz, Inc.'s benefits plans covered 187 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $78,433 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $419 per covered person, above the median for employer plans that report broker pay. Broker pay rose 26% from $62,367 in 2023.

Insurance contracts · 20244
BLUECROSS BLUESHIELD OF ILLINOIS · health drugpremiums n/a · 318 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dentalpremiums n/a · 141 covered
VISION SERVICE PLAN · visionpremiums n/a · 136 covered
DEARBORN LIFE INSURANCE COMPANY · life ltdpremiums n/a · 187 covered
Brokers & agents paid · 20242
LOCKTON COMPANIES, LLC$53,528 · incl $7,657 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 371212051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.