Plan Ledger DOL Form 5500 · updated monthly

Health Care & Rehabilitation Servicesbenefits

Health Care & Rehabilitation Services Health & Welfare Benefit Plan · SPRINGFIELD, VT · plan year 2025

Broker compensation reported · 2025
$37,321

Health Care & Rehabilitation Services's benefits plans covered 511 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $37,321 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $73 per covered person, below the median for employer plans that report broker pay. Broker pay fell 7.7% from $40,454 in 2024.

Insurance contracts · 20254
INVEST EAPpremiums n/a · 501 covered
VISION SERVICE PLAN · visionpremiums n/a · 340 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 45 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 476 covered
Brokers & agents paid · 20258
CALIBER BENEFITS GROUP$7,030 · incl $162 fees
THE RICHARDS GROUP$17,667 · incl $1,921 fees
IMA, INC.$5,961 · incl $284 fees
ENROLLMENT SOLUTIONS LTD$3,514 · incl $1,928 fees
ASHLEY FOLLIS$1,064 · incl $110 fees
RYAN P. DEMPSEY AND OTHER AGENTS$730 · incl $76 fees
RICHARDS, INC.$193 · incl $35 fees
2 individual agents · names withheld$1,162

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Caliber Benefits Group2

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 237017624 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.