Plan Ledger DOL Form 5500 · updated monthly

Forvis Mazars, LLPbenefits

Forvis Mazars, LLP Employee Health Care Plan · SPRINGFIELD, MO · plan year 2024

Broker compensation reported · 2024
$563,882

Forvis Mazars, LLP's benefits plan covered 7,340 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $608,225. Insurance brokers and agents were paid $563,882 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 92.7% of premiums. That is $77 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 202413
VISION SERVICE PLAN · vision$608K · 4,903 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 378 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 17 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 2,131 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 1,492 covered
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 377 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 5,936 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 1,987 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 1,662 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 666 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 5,967 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 6,009 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 5,425 covered
Brokers & agents paid · 20242
LOCKTON SPECIALTIES LLC$266,165 · incl $266,165 fees
LOCKTON COMPANIES LLC$297,717 · incl $89,968 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 440160260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.