Plan Ledger DOL Form 5500 · updated monthly

Morningstar, Inc.benefits

Morningstar, Inc. Health and Medical Plan · CHICAGO, IL · plan year 2024

Broker compensation reported · 2024
$239,017

Morningstar, Inc.'s benefits plans covered 3,300 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $239,017 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $72 per covered person, below the median for employer plans that report broker pay. Broker pay fell 42% from $409,562 in 2023.

Insurance contracts · 20244
VISION SERVICE PLAN · visionpremiums n/a · 2,239 covered
TELUS HEALTH US LTD.premiums n/a · 3,426 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 1,410 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 7,946 covered
Brokers & agents paid · 20242
GALLAGHER BENEFIT SERVICES, INC.$184,643 · incl $21,047 fees
Also brokered by Gallagher5
Chem Carriers, LLC LA$5,531,992

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 363297908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.