Plan Ledger DOL Form 5500 · updated monthly

Lutheran Senior Services dba Evertruebenefits

Lutheran Senior Services dba Evertrue Benefits Plan · ST. LOUIS, MO · plan year 2025

Broker compensation reported · 2025
$210,774

Lutheran Senior Services dba Evertrue's benefits plan covered 2,189 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $210,774 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $96 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20253
RELIASTAR LIFE INSURANCE COMPANYpremiums n/a · 498 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 2,189 covered
Brokers & agents paid · 20252
LOCKTON SPECIALTIES, LLC$48,904 · incl $48,904 fees
LOCKTON COMPANIES, LLC$161,870 · incl $18,869 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 430654862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.