Plan Ledger DOL Form 5500 · updated monthly

J.C. Hart Company, Inc.benefits

J.C. Hart Company, Inc. Welfare Benefit Plan · CARMEL, IN · plan year 2025

Broker compensation reported · 2025
$67,684

J.C. Hart Company, Inc.'s benefits plans covered 191 active participants in 2025, providing health · life · dental · vision · short-term disability · other · long-term disability. Insurance brokers and agents were paid $67,684 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $354 per covered person, above the median for employer plans that report broker pay. Brokers were paid 3.7x the $18,394 reported for 2024.

Insurance contracts · 20254
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 49 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 276 covered
UNITEDHEALTHCARE INSURANCE COMPANY · lifepremiums n/a · 257 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 87 covered
Brokers & agents paid · 20253
SHEPHERD INSURANCE$5,771
SHEPHERD INSURANCE LLC$55,769 · incl $36,075 fees
EMERSON ROGERS LLC$6,144 · incl $6,144 fees
Also brokered by Shepherd Insurance3

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 351361239 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.