Plan Ledger DOL Form 5500 · updated monthly

Forvis, LLPbenefits

Forvis, LLP Employee Health Care Plan · SPRINGFIELD, MO · plan year 2023

Broker compensation reported · 2023
$286,598

Forvis, LLP's benefits plan covered 6,200 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $582,219. Insurance brokers and agents were paid $286,598 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 49.2% of premiums. That is $46 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 202311
VISION SERVICE PLAN · vision$582K · 4,583 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 5,092 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 1,190 covered
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 376 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 5,653 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 1,358 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 1,384 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 529 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 5,603 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 5,734 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 1,954 covered
Brokers & agents paid · 20233
LOCKTON COMPANIES LLC$138,026 · incl $17,516 fees
LOCKTON SPECIALTIES LLC$148,004 · incl $148,004 fees
Also brokered by Lockton5
Banner Health AZ$2,557,307

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 440160260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.