Plan Ledger DOL Form 5500 · updated monthly

Healey Brothers, Inc.benefits

Healey Brothers, Inc. Health and Welfare Plan · GOSHEN, NY · plan year 2025

Broker compensation reported · 2025
$64,217

Healey Brothers, Inc.'s benefits plans covered 601 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $64,217 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $107 per covered person, below the median for employer plans that report broker pay. Broker pay fell 57% from $150,718 in 2024.

Insurance contracts · 20255
ANTHEM BLUE CROSS · dental visionpremiums n/a · 374 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 182 covered
PRINCIPAL LIFE INSURANCE COMPANY · stdpremiums n/a · 601 covered
SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) · lifepremiums n/a · 315 covered
SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) · lifepremiums n/a · 391 covered
Brokers & agents paid · 20253
MARSHALL & STERLING EMPLOYEE BENEFI$40,980 · incl $5,867 fees
FNA INSURANCE SERVICES INC$18,856 · incl $17,701 fees
FNA INSURANCE SERVICES, INC.$4,381 · incl $4,381 fees
Also brokered by Marshall & Sterling Employee Benefi5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 061554816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.