Plan Ledger DOL Form 5500 · updated monthly

Clf Ontariobenefits

Clf Ontario dba Solu Technology Partners Welfare Benefits Plan · VICTOR, NY · plan year 2025

Broker compensation reported · 2025
$84,079

Clf Ontario's benefits plans covered 257 active participants in 2025, providing health · life · dental · long-term disability · death benefits. Insurance premiums totaled $1,828,425. Insurance brokers and agents were paid $84,079 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.6% of premiums. That is $327 per covered person, above the median for employer plans that report broker pay. Broker pay rose 3.9% from $80,925 in 2024.

Insurance contracts · 20255
EXCELLUS BLUE CROSS BLUE SHIELD · health$1.8M · 124 covered
AETNA LIFE INSURANCE CO · dentalpremiums n/a · 212 covered
COMPANION LIFE INSURANCE COMPANY · lifepremiums n/a · 257 covered
MUTUAL OF OMAHA INSURANCE COMPANY · ltdpremiums n/a · 257 covered
MUTUAL OF OMAHA INSURANCE COMPANY · lifepremiums n/a · 257 covered
Brokers & agents paid · 20254
BENE-CARE INC$68,262
BENE-CARE AGENCY LLC$12,601 · incl $2,150 fees
JAMES R NELLIGAN & ASSOCIATES LLC$2,958 · incl $2,958 fees
JAMES R NELLIGAN & ASSOCIATES$258 · incl $258 fees
Also brokered by Bene-Care Inc1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 261661474 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.