Plan Ledger DOL Form 5500 · updated monthly

Lutz & Company, P.C.benefits

Lutz & Company, P.C. Short Term Disability Plan · OMAHA, NE · plan year 2025

Broker compensation reported · 2025
$41,945

Lutz & Company, P.C.'s benefits plans covered 355 active participants in 2025, providing short-term disability. Insurance brokers and agents were paid $41,945 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $118 per covered person, below the median for employer plans that report broker pay. Broker pay was essentially unchanged from 2024.

Insurance contracts · 20255
AMERITAS LIFE INSURANCE CORPORATION · dentalpremiums n/a · 596 covered
MEDICA INSURANCE COMPANY · health drugpremiums n/a · 262 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 355 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 315 covered
AMERITAS LIFE INSURANCE CORPORATION · visionpremiums n/a · 541 covered
Brokers & agents paid · 20253
HUB INTERNATIONAL INS SERVICES INC$17,398 · incl $17,398 fees
HUB INTERNATIONAL GREAT PLAINS$8,187 · incl $3,587 fees
HUB INTERNATIONAL GREAT PLAINS LLC$16,360 · incl $9,961 fees
Also brokered by HUB International5
Rfe/Rl, Inc. DC$1,044,707

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 470625816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.