Plan Ledger DOL Form 5500 · updated monthly

Duke Universitybenefits

Duke University Welfare and Fringe Benefits Plan · DURHAM, NC · plan year 2024

Broker compensation reported · 2024
$1,998,494

Duke University's benefits plans covered 42,652 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $1,976,780. Insurance brokers and agents were paid $1,998,494 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 101.1% of premiums. That is $47 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 7.9% from $1,852,390 in 2023.

Insurance contracts · 202416
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health stop-loss hmo ppo$1.9M · 14,383 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health stop-loss hmo ppo$29K · 212 covered
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 1,169 covered
PRINCIPAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1,347 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 2 covered
AMERITAS LIFE INSURANCE COMPANY · dentalpremiums n/a · 84,383 covered
THE HARTFORD LIFE AND ACCIDENT INSURANCE · ltdpremiums n/a · 789 covered
THE HARTFORD LIFE AND ACCIDENT · stdpremiums n/a · 4,749 covered
ACE AMERICAN INSURANCE COMPANY · stdpremiums n/a · 41,982 covered
MUTUAL OF OMAHApremiums n/a · 20,836 covered
UNITED HEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 47,437 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICApremiums n/a · 1,264 covered
CIGNA HEALTH AND LIFE INS COMPANY · healthpremiums n/a · 71,487 covered
MASSACHUSETTS MUTUAL LIFE INSURANCE CO · ltdpremiums n/a · 4 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 40,839 covered
LINCOLN NATIONAL LIFE INSURANCE CO. · lifepremiums n/a · 22,074 covered
Brokers & agents paid · 202412
MARK III BROKERAGE INC$1,059,400 · incl $2,500 fees
BENEFIT ADVISORS$173,200
MARK III BROKERAGE, INC.$107,689
MGIS, INC$101,606 · incl $101,606 fees
MARSH & MCLENNAN AGENCY LLC$30,800 · incl $5,662 fees
MCGRIFF INSURANCE SERVICES$21,119 · incl $17,576 fees
MERCER HEALTH & BENEFITS$476,492 · incl $476,492 fees
MARK III BROKERAGE$15,788
HOLROYD AGENCY$12
D.L. DAVIS & CO$2
Individual agent · names withheld$30

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 Mark III Brokerage Inc1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 560532129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.