Plan Ledger DOL Form 5500 · updated monthly

Marks, O'Neill, O'Brien, Doherty & Kelly, PCbenefits

Marks, O'Neill, O'Brien, Doherty & Kelly, PC Employee Benefit Plan · PHILADELPHIA, PA · plan year 2025

Broker compensation reported · 2025
$498,138

Marks, O'Neill, O'Brien, Doherty & Kelly, PC's benefits plans covered 180 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $3,971,068. Insurance brokers and agents were paid $498,138 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 12.5% of premiums. That is $2,767 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 159% from $192,099 in 2024.

Insurance contracts · 202520
INDEPENDENCE BLUE CROSS · health drug ppo$1.9M · 98 covered
INDEPENDENCE BLUE CROSS · health drug$1.8M · 113 covered
STANDARD INSURANCE COMPANY · dental$71K · 105 covered
STANDARD INSURANCE COMPANY · ltd$62K · 163 covered
STANDARD INSURANCE COMPANY · ltd$60K · 143 covered
STANDARD INSURANCE COMPANY · life$35K · 143 covered
STANDARD INSURANCE COMPANY · life$24K · 163 covered
STANDARD INSURANCE COMPANY · vision$14K · 103 covered
INDEPENDENCE BLUE CROSS · health drugpremiums n/a · 141 covered
STANDARD INSURANCE COMPANY · dentalpremiums n/a · 131 covered
STANDARD INSURANCE COMPANY · visionpremiums n/a · 123 covered
STANDARD INSURANCE COMPANY · lifepremiums n/a · 184 covered
STANDARD INSURANCE COMPANY · ltdpremiums n/a · 184 covered
INDEPENDENCE BLUE CROSS · health drugpremiums n/a · 123 covered
STANDARD INSURANCE COMPANY · dentalpremiums n/a · 110 covered
STANDARD INSURANCE COMPANY · visionpremiums n/a · 107 covered
STANDARD INSURANCE COMPANY · lifepremiums n/a · 155 covered
STANDARD INSURANCE COMPANY · ltdpremiums n/a · 155 covered
STANDARD INSURANCE COMPANY · dentalpremiums n/a · 112 covered
STANDARD INSURANCE COMPANY · visionpremiums n/a · 112 covered
Brokers & agents paid · 20254
FLEXIBLE BENEFIT PLANS, INC.$413,262 · incl $30,516 fees
MARK Z WALTERS$15,180
BRIAN M SWEATT$41,538
DONALD C SAVOY INC$28,158 · incl $3,019 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 232421281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.