Plan Ledger DOL Form 5500 · updated monthly

National September 11 Memorial and Museum at the World Trade Centerbenefits

National September 11 Memorial and Museum Health Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$138,326

National September 11 Memorial and Museum at the World Trade Center's benefits plans covered 227 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $138,326 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $609 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 9.0% from $126,962 in 2024.

Insurance contracts · 20255
UNITEDHEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 264 covered
UNITEDHEALTHCARE INSURANCE COMPANY · dentalpremiums n/a · 307 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK · visionpremiums n/a · 254 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 225 covered
BOSTON MUTUAL LIFE INSURANCE COMPANYpremiums n/a · 6 covered
Brokers & agents paid · 20253
MERCER HEALTH AND BENEFITS, LLC$138,288 · incl $3,551 fees
EMPLOYEE BENEFIT COMM, INC.$35
Individual agent · names withheld$3

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 Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 611745872 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.