Plan Ledger DOL Form 5500 · updated monthly

Holt and Bugbee Companybenefits

Holt and Bugbee Company Health and Welfare Wrap Plan · TEWKSBURY, MA · plan year 2025

Broker compensation reported · 2025
$16,931

Holt and Bugbee Company's benefits plans covered 177 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $19,796. Insurance brokers and agents were paid $16,931 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 85.5% of premiums. That is $96 per covered person, below the median for employer plans that report broker pay. Broker pay rose 13% from $15,032 in 2024.

Insurance contracts · 20255
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 177 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 177 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 44 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 65 covered
Brokers & agents paid · 20254
DIGITAL INSURANCE LLC$5,092 · incl $1,308 fees
DIGITAL INSURANCE INC$6,963 · incl $2,014 fees
DIGITAL INSURANCE INC.$2,896 · incl $937 fees
Also brokered by Digital Insurance LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 041448200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.