Plan Ledger DOL Form 5500 · updated monthly

Hennessy and Roach, PCbenefits

Hennessy and Roach, PC Welfare Benefit Plan · CHICAGO, IL · plan year 2025

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

Broker compensation reported · 2025
$114,638

Hennessy and Roach, PC's benefits plans covered 153 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $114,638 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $749 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 2.2% from $112,206 in 2024.

Insurance contracts · 20254
BLUE CROSS BLUE SHIELD OF ILLINOIS · health drug hmo ppopremiums n/a · 280 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 149 covered
PRINCIPAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 206 covered
VISION SERVICE PLAN · visionpremiums n/a · 125 covered
Brokers & agents paid · 20254
WILLIS TOWERS WATSON MIDWEST, INC$92,118 · incl $3,200 fees
WILLIS TOWERS WATSON MIDWEST$17,437 · incl $1,753 fees
Individual agent · names withheld$486

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 Wtw5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 363883812 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.