Plan Ledger DOL Form 5500 · updated monthly

Jacobi Sales, Inc.benefits

Jacobi Sales, Inc. Employee Benefit Plan · PALMYRA, IN · plan year 2025

Broker compensation reported · 2025
$7,563

Jacobi Sales, Inc.'s benefits plans covered 110 active participants in 2025, providing health · life · dental · vision · short-term disability · death benefits. Insurance premiums totaled $77,438. Insurance brokers and agents were paid $7,563 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 9.8% of premiums. That is $69 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 18% from $9,227 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF INDIANA · dental$65K · 207 covered
DELTA DENTAL OF INDIANA · vision$12K · 199 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 110 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 110 covered
Brokers & agents paid · 20251
ERTEL & COMPANY, INC.$7,563 · incl $88 fees
Also brokered by Ertel & Company, Inc.3
Fcn Bank IN$7,880

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 351036331 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.