Plan Ledger DOL Form 5500 · updated monthly

Class Valuation, LLCbenefits

Class Valuation Health and Welfare Plan · TROY, MI · plan year 2025

Broker compensation reported · 2025
$215,370

Class Valuation, LLC's benefits plans covered 604 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $6,469,616. Insurance brokers and agents were paid $215,370 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.3% of premiums. That is $357 per covered person, above the median for employer plans that report broker pay. Broker pay fell 20% from $270,785 in 2024.

Insurance contracts · 202510
BLUE CROSS BLUE SHIELD OF MICHIGAN · health drug ppo$6.2M · 935 covered
DELTA DENTAL OF MICHIGAN · dental$291K · 873 covered
EYEMED VISION CARE · visionpremiums n/a · 786 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life stdpremiums n/a · 604 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 83 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 279 covered
UNUM INSURANCE COMPANYpremiums n/a · 173 covered
UNUM INSURANCE COMPANYpremiums n/a · 151 covered
UNUM INSURANCE COMPANYpremiums n/a · 122 covered
Brokers & agents paid · 20258
CHRISTOPHER M BOUSCHET$56,271
REBECCA A MCLAUGHLAN$36,045
MARSH & MCLENNAN AGENCY LLC$66,606 · incl $4,426 fees
MARSH & MCLENNAN AGENCY, LLC$45,126 · incl $6,075 fees
MARSH AND MCLENNAN AGCY LLC$5,412 · incl $5,412 fees
MARSH & MCLENNAN$4,284 · incl $778 fees
TRACY KATZ LLC$1,604
KAUFMAN INSURANCE & FINANCIAL GROUP$22
Also brokered by Christopher M Bouschet5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 320285326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.