Plan Ledger DOL Form 5500 · updated monthly

Hoosier Investments, LLCbenefits

Hoosier Investments, LLC Health and Welfare Benefit Plan · MISHAWAKA, IN · plan year 2025

Broker compensation reported · 2025
$63,748

Hoosier Investments, LLC's benefits plans covered 2,299 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $63,748 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $28 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 4.0% from $66,407 in 2024.

Insurance contracts · 202511
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dentalpremiums n/a · 80 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 63 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 38 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 24 covered
EYEMED · visionpremiums n/a · 101 covered
AMERICAN FINANCIAL SECURITY LIFE INSURANCE COMPANY · drugpremiums n/a · 217 covered
AMERICAN HEALTH HOLDINGpremiums n/a · 1 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 96 covered
NATIONWIDE LIFE INSURANCE COMPANY · stop-losspremiums n/a · 217 covered
AMERITAS LIFE INSURANCE CORP · dental visionpremiums n/a · 209 covered
CRUM & FORSTERpremiums n/a · 217 covered
Brokers & agents paid · 20253
MARSH & MCLENNAN DBA ASSURANCE$43,603 · incl $43,603 fees
MARSH & MCLENNAN AGENCY LLC$19,289 · incl $1,697 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 384029979 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.