Plan Ledger DOL Form 5500 · updated monthly

Lehigh Universitybenefits

Lehigh University Health and Welfare Plan · BETHLEHEM, PA · plan year 2025

Broker compensation reported · 2025
$335,049

Lehigh University's benefits plans covered 1,926 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $1,027,116. Insurance brokers and agents were paid $335,049 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 32.6% of premiums. That is $174 per covered person, below the median for employer plans that report broker pay. Broker pay rose 27% from $264,665 in 2024.

Insurance contracts · 20255
UNITED CONCORDIA INSURANCE COMPANY · dental$1.0M · 2,802 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · life ltdpremiums n/a · 1,926 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 3,312 covered
HEALTH ADVOCATE SOLUTIONS INC.premiums n/a · 1,937 covered
NATIONAL UNION FIRE INS. CO. OF PITTSBURGHpremiums n/a · 1,926 covered
Brokers & agents paid · 20252
CORPORATE SYNERGIES GROUP LLC$314,073 · incl $41,952 fees
FOUNDATION RISK PARTNERS, CORP.$20,976 · incl $20,976 fees
Also brokered by Corporate Synergies Group LLC5
Jti Liggett LLC NC$297,482

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 240795445 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.