Plan Ledger DOL Form 5500 · updated monthly

Lerch Bates Inc.benefits

Lerch Bates Inc. Welfare Benefit Plan · HIGHLANDS RANCH, CO · plan year 2025

Broker compensation reported · 2025
$62,486

Lerch Bates Inc.'s benefits plans covered 356 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $62,486 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $176 per covered person, below the median for employer plans that report broker pay. Broker pay fell 45% from $114,217 in 2024.

Insurance contracts · 20251
UNITED OF OMAHA LIFE INSURANCE COMPANY · life ltdpremiums n/a · 356 covered
Brokers & agents paid · 20252
JAMES R. NELLIGAN & ASSOCIATES, LLC$15,622 · incl $15,622 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 362285171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.