Plan Ledger DOL Form 5500 · updated monthly

H.J. Heinz II 1962 Family Trustbenefits

Heinz Family Office Welfare Benefit Plan · PITTSBURGH, PA · plan year 2025

Broker compensation reported · 2025
$16,605

H.J. Heinz II 1962 Family Trust's benefits plans covered 39 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $3,175. Insurance brokers and agents were paid $16,605 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 523.0% of premiums. That is $426 per covered person, above the median for employer plans that report broker pay. Broker pay rose 2.7% from $16,162 in 2024.

Insurance contracts · 20256
VISION BENEFITS OF AMERICA · vision$3K · 37 covered
HIGHMARK INC · health drug ppopremiums n/a · 36 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 37 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 20 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 20 covered
AMERICAN UNITED LIFE INSURANCE COMPANY · ltdpremiums n/a · 13 covered
Brokers & agents paid · 20253
BBR BENEFITS SOLUTIONS LLC$6,412
LIFETIME FINANCIAL GROWTH LLC$41
Also brokered by Emerson Rogers LLC5
Minitab, LLC PA$264,965

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 256036844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.