Plan Ledger DOL Form 5500 · updated monthly

Lionheart Industrial Group LLCbenefits

Lionheart Industrial Group LLC Health and Welfare Plan · NEWTOWN, PA · plan year 2025

Broker compensation reported · 2025
$36,403

Lionheart Industrial Group LLC's benefits plans covered 304 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $36,403 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $120 per covered person, below the median for employer plans that report broker pay. Broker pay rose 34% from $27,207 in 2024.

Insurance contracts · 20254
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 102 covered
STARMOUNT LIFE INSURANCE COMPANY · dental visionpremiums n/a · 241 covered
EXCELLUS BLUE CROSS BLUE SHIELD · health drug dentalpremiums n/a · 17 covered
UNUM INSURANCE COMPANYpremiums n/a · 134 covered
Brokers & agents paid · 20255
PPI BENEFIT SOLUTIONS$9,845 · incl $9,845 fees
PROFESSIONAL PENSIONS, INC.$9,547 · incl $672 fees
GALLAGHER BENEFIT SERVICES, INC.$15,459 · incl $3,963 fees
ZOLLER AGENCY$1,473
USI INSURANCE SERVICES, LLC$79 · incl $18 fees
Also brokered by Ppi Benefit Solutions3

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 300873984 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.