Plan Ledger DOL Form 5500 · updated monthly

Connectwise, LLCbenefits

Connectwise Health and Welfare Plan · TAMPA, FL · plan year 2025

Broker compensation reported · 2025
$169,403

Connectwise, LLC's benefits plans covered 1,110 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $169,403 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $153 per covered person, below the median for employer plans that report broker pay. Broker pay rose 27% from $133,527 in 2024.

Insurance contracts · 20255
METROPOLITAN LIFE INSURANCE COMPANY · drug dental visionpremiums n/a · 2,440 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life ltdpremiums n/a · 1,138 covered
AETNA LIFE INSURANCE COMPANYpremiums n/a · 608 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 2 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 36 covered
Brokers & agents paid · 20255
MERCER HEALTH AND BENEFITS, LLC$111,338 · incl $17,783 fees
M.E. WILSON COMPANY, LLC$61
LOCKTON COMPANIES, LLC$37 · incl $6 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 821582035 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.