Plan Ledger DOL Form 5500 · updated monthly

Codac Health, Recovery & Wellnessbenefits

Codac Health, Recovery & Wellness Welfare Plan · TUCSON, AZ · plan year 2025

Broker compensation reported · 2025
$40,522

Codac Health, Recovery & Wellness's benefits plans covered 210 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $28,416. Insurance brokers and agents were paid $40,522 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 142.6% of premiums. That is $193 per covered person, above the median for employer plans that report broker pay. Broker pay fell 5.3% from $42,808 in 2024.

Insurance contracts · 20257
VISION SERVICE PLAN · vision$28K · 159 covered
AMERITAS LIFE INSURANCE CORP. · dental visionpremiums n/a · 409 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 210 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 98 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 122 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 156 covered
AFLAC · stdpremiums n/a · 46 covered
Brokers & agents paid · 202512
CBIZ BENEFITS & INSURANCE SERV INC.$11,815 · incl $2,127 fees
CBIZ BENEFITS & INSURANCE SERV. INC$11,570 · incl $2,901 fees
CBIZ BENEFITS AND INS SERVICES INC$6,607 · incl $2,897 fees
CBIZ BENEFITS & INSURANCE SERVICES$4,139 · incl $1,331 fees
NICHOLAS J DONIA$1,550 · incl $60 fees
TREVOR BRYAN DAVIS$1,192 · incl $172 fees
BRENDAN M BILLSON$1,073 · incl $10 fees
CATHERINE DAVIS$1,067
SANDBROOK BENEFITS GROUP LLC$23
ESPENSCHIED BUSINESS GROUP LLC$6
25 individual agents · names withheld$1,301

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Cbiz5
Shl Pharma LLC FL$477,103
V2X Inc. CO$439,040
Polsinelli MO$317,662

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 237086112 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.