Plan Ledger DOL Form 5500 · updated monthly

First Mutual Holding Co.benefits

First Mutual Holding Co. Employee Benefits Plan · LAKEWOOD, OH · plan year 2025

Broker compensation reported · 2025
$115,934

First Mutual Holding Co.'s benefits plans covered 432 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $5,632,757. Insurance brokers and agents were paid $115,934 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.1% of premiums. That is $268 per covered person, above the median for employer plans that report broker pay. Broker pay was essentially unchanged from 2024.

Insurance contracts · 20255
MEDICAL MUTUAL · health drug$5.4M · 319 covered
DELTA DENTAL OF OHIO · dental$238K · 591 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 427 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 537 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 203 covered
Brokers & agents paid · 20256
PLANCORP VANTAGE BENEFIT ADVISORS L$88,650 · incl $521 fees
VANTAGE FINANCIAL GROUP, INC.$16,710 · incl $4,915 fees
PLANCORP/VANTAGE BENEFIT ADVISORS$7,133
PLAN CORP/VANTAGE BENEFIT ADVISORS$3,345
CORPORATE PLANS LLC DBA CPI-HR$48
ALERA GROUP INC. DBA TODD ASSOCIATE$48
Also brokered by Plancorp Vantage Benefit Advisors L1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 340220715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.