Plan Ledger DOL Form 5500 · updated monthly

Leupold & Stevens, Inc.benefits

Leupold & Stevens Health and Welfare Benefits Plan · BEAVERTON, OR · plan year 2025

Broker compensation reported · 2025
$18,759

Leupold & Stevens, Inc.'s benefits plans covered 740 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $560,460. Insurance brokers and agents were paid $18,759 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.3% of premiums. That is $25 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 13% from $21,501 in 2024.

Insurance contracts · 20258
STANDARD INSURANCE COMPANY · life$236K · 741 covered
WILLAMETTE DENTAL INSURANCE, INC. · dental$168K · 402 covered
STANDARD INSURANCE COMPANY · ltd$157K · 882 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug vision hmopremiums n/a · 397 covered
OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON · dentalpremiums n/a · 885 covered
PROVIDENCE HEALTH PLAN · health drug vision ppopremiums n/a · 859 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 740 covered
RELIASTAR LIFE INSURANCE COMPANYpremiums n/a · 264 covered
Brokers & agents paid · 20252
MERCER HEALTH AND BENEFITS, LLC$3,498 · incl $1,452 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 930372974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.