Plan Ledger DOL Form 5500 · updated monthly

Efficient Collaborative Retail Mktbenefits

Efficient Collaborative Retail Marketing Company Health and Welfare Plan · SOLON, OH · plan year 2025

Broker compensation reported · 2025
$39,833

Efficient Collaborative Retail Mkt's benefits plans covered 132 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $39,833 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $302 per covered person, above the median for employer plans that report broker pay. Broker pay fell 15% from $47,056 in 2024.

Insurance contracts · 20255
MEDICAL MUTUAL · health drugpremiums n/a · 91 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 132 covered
VISION SERVICE PLAN · visionpremiums n/a · 87 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 16 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 95 covered
Brokers & agents paid · 20255
WILLIS TOWERS WATSON MIDWEST INC$31,975 · incl $617 fees
WILLIS TOWERS WATSON US LLC$77 · incl $77 fees
Also brokered by Wtw5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 341752681 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.