Plan Ledger DOL Form 5500 · updated monthly

Heartland Business Systems, LLCbenefits

Heartland Business Systems Health and Welfare Plan · LITTLE CHUTE, WI · plan year 2025

Broker compensation reported · 2025
$39,085

Heartland Business Systems, LLC's benefits plans covered 659 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $376,851. Insurance brokers and agents were paid $39,085 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 10.4% of premiums. That is $59 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 2.9% from $37,984 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF WISCONSIN · dental$287K · 286 covered
DELTA DENTAL OF WISCONSIN · dental$90K · 161 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 668 covered
Brokers & agents paid · 20252
M3 INSURANCE SOLUTIONS INC$35,855 · incl $2,767 fees
LOCKTON COMPANIES, LLC$3,230 · incl $3,230 fees
Also brokered by M3 Insurance Solutions Inc5
Stella & Chewy's WI$180,206

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 463026258 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.