Plan Ledger DOL Form 5500 · updated monthly

Community Heritage Financial, Inc.benefits

Community Heritage Financial, Inc. Life and Disability Plan · MIDDLETOWN, MD · plan year 2025

Broker compensation reported · 2025
$55,296

Community Heritage Financial, Inc.'s benefits plans covered 161 active participants in 2025, providing life · short-term disability · long-term disability · death benefits. Insurance premiums totaled $484,465. Insurance brokers and agents were paid $55,296 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 11.4% of premiums. That is $343 per covered person, above the median for employer plans that report broker pay. Brokers were paid 3.8x the $14,735 reported for 2024.

Insurance contracts · 202512
NORTHWESTERN MUTUAL · std$62K · 158 covered
NORTHWESTERN MUTUAL · std$55K · 160 covered
NORTHWESTERN MUTUAL · std$54K · 154 covered
NORTHWESTERN MUTUAL · std$47K · 146 covered
NORTHWESTERN MUTUAL · life$45K · 158 covered
NORTHWESTERN MUTUAL · life$41K · 161 covered
NORTHWESTERN MUTUAL · life$41K · 154 covered
NORTHWESTERN MUTUAL · life$35K · 146 covered
NORTHWESTERN MUTUAL · ltd$30K · 158 covered
NORTHWESTERN MUTUAL · ltd$27K · 160 covered
NORTHWESTERN MUTUAL · ltd$26K · 154 covered
NORTHWESTERN MUTUAL · ltd$23K · 146 covered
Brokers & agents paid · 20256
R TODD GRANDY$28,077 · incl $6,519 fees
EDWARD HOWARD LOUGH$18,715 · incl $4,343 fees
SCOTT IODICE ASSC LLC$2,082 · incl $223 fees
SCOTT IODICE ASSOC LLC$4,747 · incl $656 fees
JOSHUA HAYES PARISH$1,012 · incl $268 fees
Individual agent · names withheld$663

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 R Todd Grandy1
Meritus Health MD$29,309

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 831950225 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.