Plan Ledger DOL Form 5500 · updated monthly

Colonial Williamsburg Foundationbenefits

Colonial Williamsburg Foundation Welfare Benefit Plan · WILLIAMSBURG, VA · plan year 2025

Broker compensation reported · 2025
$78,425

Colonial Williamsburg Foundation's benefits plans covered 1,472 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $78,425 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $53 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 2.0% from $79,990 in 2024.

Insurance contracts · 20254
ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS · vision stop-losspremiums n/a · 1,426 covered
VISION SERVICE PLAN · visionpremiums n/a · 777 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 2,343 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICApremiums n/a · 1,855 covered
Brokers & agents paid · 20252
USI INSURANCE SERVICES LLC$78,388 · incl $22,279 fees
IMG$37 · incl $37 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 540505888 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.