Plan Ledger DOL Form 5500 · updated monthly

Community Options Inc.benefits

Community Options Inc. Employee Health and Welfare Plan · PRINCETON, NJ · plan year 2025

Broker compensation reported · 2025
$508,526

Community Options Inc.'s benefits plans covered 4,131 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $987,259. Insurance brokers and agents were paid $508,526 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 51.5% of premiums. That is $123 per covered person, below the median for employer plans that report broker pay. Broker pay rose 6.2% from $478,887 in 2024.

Insurance contracts · 20258
DELTA DENTAL OF NJ, INC · dental$987K · 1,572 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 636 covered
THE PAUL REVERE LIFE INSURANCE COMPANY · life stdpremiums n/a · 60 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 4,131 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stdpremiums n/a · 1,782 covered
SUN LIFE AND HEALTH INSURANCE COMPANY (US) · stdpremiums n/a · 533 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 2,458 covered
Brokers & agents paid · 202514
PHILLIP E LIAN$93,759
PHILIP LIAN$233,466
ANDREW SILBERT$35,001
VARIOUS SEE ATTACHED FOR ADDITIONAL$30,126 · incl $5,997 fees
KATCHEN FINANCIAL GROUP$44,165
MITCHELL KATCHEN$23,563
DAVID SPANGLER JR$21,503
WENDY MADONNA$8,456 · incl $385 fees
GARY DAVIS$6,527 · incl $2,626 fees
CALVIN NATHANIEL EASON$6,512
AIKEN ENTERPRISES$1,939 · incl $64 fees
VARIOUS ADDITIONAL SEE ATTACHED$1,519 · incl $527 fees
OVION FINANCIAL SERVICES$160
7 individual agents · names withheld$1,830

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.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 222964056 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.