Plan Ledger DOL Form 5500 · updated monthly

Fund Evaluation Group, LLCbenefits

Fund Evaluation Group Welfare Benefit Plan · CINCINNATI, OH · plan year 2025

Broker compensation reported · 2025
$45,735

Fund Evaluation Group, LLC's benefits plans covered 137 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $70,732. Insurance brokers and agents were paid $45,735 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 64.7% of premiums. That is $334 per covered person, above the median for employer plans that report broker pay. Broker pay rose 2.0% from $44,847 in 2024.

Insurance contracts · 20254
SUPERIOR DENTAL CARE · dental$71K · 110 covered
COMMUNITY INSURANCE COMPANY · health ppopremiums n/a · 269 covered
GUARDIAN · life ltdpremiums n/a · 137 covered
VISION SERVICE PLAN · visionpremiums n/a · 105 covered
Brokers & agents paid · 20258
HUB HEARTLAND LLC$28,110 · incl $2,240 fees
HUB HEARTLAND, LLC$4,784
HUB HARTLAND LLC$3,254 · incl $11 fees
HORAN ASSOCIATES INC$2,160
HORAN ASSOCIATES$283 · incl $1 fees
Also brokered by Hub Heartland LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 010694771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.