Plan Ledger DOL Form 5500 · updated monthly

G.W. Berkheimer Co. Inc.benefits

G.W. Berkheimer Co. Hospitalization Life & Disability Plan · PORTAGE, IN · plan year 2025

Broker compensation reported · 2025
$40,794

G.W. Berkheimer Co. Inc.'s benefits plans covered 284 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $311,354. Insurance brokers and agents were paid $40,794 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 13.1% of premiums. That is $144 per covered person, below the median for employer plans that report broker pay. Broker pay rose 11% from $36,811 in 2024.

Insurance contracts · 20255
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std$171K · 343 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltd$67K · 135 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life$59K · 78 covered
UNITEDHEALTHCARE INSURANCE COMPANY · vision stop-losspremiums n/a · 570 covered
Brokers & agents paid · 20252
M.A. DILTS & ASSOCIATES, INC.$18,399
M A DILTS AND ASSOCIATES INC$22,395

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 350823544 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.