Plan Ledger DOL Form 5500 · updated monthly

Ivan Ware & Son, Inc.benefits

Ivan Ware & Son Health & Welfare Plan · LOUISVILLE, KY · plan year 2025

Broker compensation reported · 2025
$37,105

Ivan Ware & Son, Inc.'s benefits plans covered 269 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance premiums totaled $182,738. Insurance brokers and agents were paid $37,105 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 20.3% of premiums. That is $138 per covered person, below the median for employer plans that report broker pay. Broker pay rose 24% from $29,918 in 2024.

Insurance contracts · 20252
DELTA DENTAL OF KENTUCKY · dental vision$183K · 414 covered
METROPOLITAN LIFE INSURANCE COMPANY · life ltdpremiums n/a · 269 covered
Brokers & agents paid · 20252
SHEPHERD INSURANCE, LLC$28,219
EMERSON ROGERS, LLC$8,886 · incl $1,481 fees
Also brokered by Shepherd Insurance, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 610597150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.