Plan Ledger DOL Form 5500 · updated monthly

Mortenson Family Dental Holdings, Inc. dba Mortenson Dental Partnersbenefits

Mortenson Family Dental Holdings, Inc. dba Mortenson Dental Partners Health and Welfare Benefit Plan · LOUISVILLE, KY · plan year 2024

Broker compensation reported · 2024
$304,412

Mortenson Family Dental Holdings, Inc. dba Mortenson Dental Partners's benefits plans covered 1,683 active participants in 2024, providing health · life · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $304,412 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $181 per covered person, below the median for employer plans that report broker pay. Broker pay rose 37% from $222,072 in 2023.

Insurance contracts · 202413
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 617 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 1,683 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 246 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 1,683 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 387 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 305 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1,635 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 320 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 692 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 219 covered
Brokers & agents paid · 20248
ASSUREDPARTNERS OF OHIO, LLC$33,892
ASSUREDPARTNERS NL, LLC$141,457 · incl $43,525 fees
MCGRIFF INSURANCE SERVICES, INC.$87,404 · incl $5,652 fees
SHAWN MICHAEL COLIN$11,737
MOLONEY AND ONEIL LIFE, INC.$12
3 individual agents · names withheld$788

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Assuredpartners of Ohio, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 451839908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.