Plan Ledger DOL Form 5500 · updated monthly

Heartland Alliance Healthbenefits

Heartland Alliance Health Life & Disability Plan · CHICAGO, IL · plan year 2025

Broker compensation reported · 2025
$11,965

Heartland Alliance Health's benefits plans covered 74 active participants in 2025, providing life · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $11,965 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $162 per covered person, below the median for employer plans that report broker pay. Broker pay fell 82% from $66,735 in 2024.

Insurance contracts · 20253
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 74 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 72 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 74 covered
Brokers & agents paid · 20254
MARSH & MCLENNAN AGENCY$10,408 · incl $358 fees
THE JAMES B. OSWALD CO$914
THE JAMES B OSWALD CO$125
CENTRO BENEFITS RESEARCH LLC$518 · incl $518 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 363775696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.