Plan Ledger DOL Form 5500 · updated monthly

Homes by Westbay, LLCbenefits

Homes by Westbay Health and Welfare Plan · RIVERVIEW, FL · plan year 2025

Broker compensation reported · 2025
$50,804

Homes by Westbay, LLC's benefits plans covered 246 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $145,082. Insurance brokers and agents were paid $50,804 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 35.0% of premiums. That is $207 per covered person, above the median for employer plans that report broker pay. Broker pay fell 67% from $153,455 in 2024.

Insurance contracts · 20253
NORTHWESTERN MUTUAL · ltd$145K · 246 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental visionpremiums n/a · 219 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 101 covered
Brokers & agents paid · 20259
ANDERSON BENEFIT SOLUTIONS$13,588 · incl $3,245 fees
JAMES L. ERB$6,971 · incl $1,403 fees
WORKSITE AMERICA, LLC$5,971 · incl $2,392 fees
WILLIAM E. GECEWICZ$5,821 · incl $1,054 fees
CHAUNDRA WALKER AND OTHER AGENTS$3,429 · incl $147 fees
CHOICE BENEFITS SOLUTIONS, LLC$2,963 · incl $1,797 fees
OCONNELL FINANCIAL GROUP, INC.$1,248 · incl $134 fees
LYN B. LINDSAY$1,099 · incl $1 fees
Also brokered by Anderson Benefit Solutions3

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 271060879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.