Plan Ledger DOL Form 5500 · updated monthly

Daniel J. Edelman Holdings, Inc.benefits

Daniel J. Edelman Holdings, Inc. Health and Welfare Plan · CHICAGO, IL · plan year 2024

Broker compensation reported · 2024
$82,908

Daniel J. Edelman Holdings, Inc.'s benefits plans covered 2,926 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $375,588. Insurance brokers and agents were paid $82,908 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 22.1% of premiums. That is $28 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 8.6% from $90,715 in 2023.

Insurance contracts · 20247
VISION SERVICE PLAN · vision$376K · 1,949 covered
METLIFE LEGAL PLANSpremiums n/a · 255 covered
AETNA LIFE INSURANCE CO. · dentalpremiums n/a · 491 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 3,159 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 3,159 covered
Brokers & agents paid · 20246
MERCER HEALTH BENEFITS$48,588 · incl $14,105 fees
MERCER HEALTH & BENEFITS LLC$17,805 · incl $567 fees
MERCER HEALTH & BENEFITS, LLC$530 · incl $530 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 800830746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.