Plan Ledger DOL Form 5500 · updated monthly

Liberty Utilities Co.benefits

Liberty Utilities Health and Welfare Benefit Plan for Actives · LITCHFIELD, AZ · plan year 2025

Broker compensation reported · 2025
$1,281,529

Liberty Utilities Co.'s benefits plans covered 2,258 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $23,096. Insurance brokers and agents were paid $1,281,529 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5548.7% of premiums. That is $568 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 0.8% from $1,292,072 in 2024.

Insurance contracts · 20255
LIFETIME BENEFIT SOLUTIONS$23K · 495 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 2,258 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 1,234 covered
EXCELLUS BCBS · stop-losspremiums n/a · 1,966 covered
THE HARTFORDpremiums n/a · 2,258 covered
Brokers & agents paid · 20253
BURNHAM FINANCIAL SERVICES, LLC$742,564
ALERA GROUP, INC.$534,601 · incl $261,053 fees
Also brokered by Burnham Financial Services, LLC1

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 274444001 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.