Plan Ledger DOL Form 5500 · updated monthly

Kimberton Whole Foodsbenefits

Kimberton Whole Foods Health and Welfare Plan · KIMBERTON, PA · plan year 2024

Broker compensation reported · 2024
$119,029

Kimberton Whole Foods's benefits plans covered 212 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $1,684,953. Insurance brokers and agents were paid $119,029 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 7.1% of premiums. That is $561 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 18% from $101,149 in 2023.

Insurance contracts · 20245
INDEPENDENCE BLUE CROSS · health drug ppo$1.2M · 264 covered
KEYSTONE · health drug hmo$494K · 109 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 322 covered
INDEPENDENCE BLUE CROSS · visionpremiums n/a · 155 covered
Brokers & agents paid · 20243
EMEROSN ROGERS LLC$101,652 · incl $9,769 fees
USI INSURANCE SERVICES LLC$17,302 · incl $3,719 fees
CUSTOM BENEFIT PROGRAMS$75 · incl $75 fees
Also brokered by Emerosn Rogers LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 232748219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.