Plan Ledger DOL Form 5500 · updated monthly

Lincoln Savings Bankbenefits

Lincoln Savings Bank Health and Welfare Plan · WATERLOO, IA · plan year 2025

Broker compensation reported · 2025
$103,147

Lincoln Savings Bank's benefits plan covered 215 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $103,147 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $480 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20254
HEALTHPARTNERS · healthpremiums n/a · 306 covered
WELLMARK · dentalpremiums n/a · 148 covered
EMPLOYEE & FAMILY RESOURCES, INC.premiums n/a · 253 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · vision life std ltdpremiums n/a · 215 covered
Brokers & agents paid · 20253
HOLMES MURPHY & ASSOCIATES, INC.$61,333 · incl $10,833 fees
HOLMES, MURPHY AND ASSOCIATES, LLC$36,895
AVANT SPECIALTY BENEFITS, LLC$4,919 · incl $4,919 fees
Also brokered by Holmes Murphy5
Winstead PC TX$242,277

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 420380690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.