Plan Ledger DOL Form 5500 · updated monthly

Heitman LLCbenefits

Heitman LLC Employee Benefits Insurance Plan · CHICAGO, IL · plan year 2025

Previously filed as Heitman, LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$207,999

Heitman LLC's benefits plans covered 288 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $207,999 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $722 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 5.8% from $220,839 in 2024.

Insurance contracts · 20258
VISION SERVICE PLAN · visionpremiums n/a · 208 covered
BLUE CROSS BLUE SHIELD OF ILLINOIS · health hmopremiums n/a · 512 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 295 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · std ltdpremiums n/a · 295 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dentalpremiums n/a · 10 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 295 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 145 covered
Brokers & agents paid · 202510
AXION RMS LTD$64,645 · incl $1,875 fees
AXION RISK MANAGEMENT STRATEGIES$11,876
AXION RMS LTD.$1,267
WATCH TOWER TECHNOLOGIES INC$933 · incl $933 fees
WATCH TOWER TECHNOLOGIES INC.$187
WATCHTOWER TECHNOLOGIES INC$153 · incl $153 fees
Individual agent · names withheld$720

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 Digital Insurance LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 364263867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.