Plan Ledger DOL Form 5500 · updated monthly

Equity Resources, Incbenefits

Equity Resources Health and Welfare Plan · NEWARK, OH · plan year 2025

Broker compensation reported · 2025
$90,089

Equity Resources, Inc's benefits plans covered 186 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $90,089 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $484 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 0.5% from $90,582 in 2024.

Insurance contracts · 20252
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 324 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 462 covered
Brokers & agents paid · 20252
JAMES B. OSWALD COMPANY$79,537 · incl $58,117 fees
CENTRO BENEFITS RESEARCH, LLC$10,552 · incl $10,552 fees
Also brokered by James B. Oswald Company5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 311401378 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.