Plan Ledger DOL Form 5500 · updated monthly

Heritage Property Management, Inc.benefits

Heritage Property Management, Inc. Group Health and Welfare Benefits Plan · GRAND HAVEN, MI · plan year 2024

Broker compensation reported · 2024
$72,285

Heritage Property Management, Inc.'s benefits plans covered 236 active participants in 2024, providing health · life · dental · vision · short-term disability. Insurance premiums totaled $115,850. Insurance brokers and agents were paid $72,285 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 62.4% of premiums. That is $306 per covered person, above the median for employer plans that report broker pay. Broker pay rose 15% from $63,050 in 2023.

Insurance contracts · 20245
DELTA DENTAL OF MICHIGAN · dental$116K · 329 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 46 covered
PRIORITY HEALTH INSURANCE COMPANY · health drugpremiums n/a · 6 covered
PRIORITY HEALTH · health drug hmo ppopremiums n/a · 273 covered
Brokers & agents paid · 20247
USI INSURANCE SERVICES LLC$8,047 · incl $650 fees
NOTHWEST ENROLLX LLC$3,040 · incl $139 fees
BERENDS HENDRICKS STUIT INS. AGENCY$2,548
DAN YAARY$1,946 · incl $180 fees
SCOTT M. SETTLE$29,105
DAVID A. NURRE$27,432
NORTHWEST WORKSITE MARKETING CORP.$167
Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 382950738 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.