Plan Ledger DOL Form 5500 · updated monthly

Educational Resources, Inc. dba the Miami Valley Schoolbenefits

Educational Resources, Inc. dba the Miami Valley School Health and Welfare Plan · DAYTON, OH · plan year 2024

Broker compensation reported · 2024
$18,853

Educational Resources, Inc. dba the Miami Valley School's benefits plan covered 97 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $18,853 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $194 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20241
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life ltdpremiums n/a · 97 covered
Brokers & agents paid · 20243
THE JAMES B OSWALD COMPANY$10,720 · incl $3,915 fees
Also brokered by The James B Oswald Company5
Arhaus, LLC OH$382,705

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 310591154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.