Plan Ledger DOL Form 5500 · updated monthly

Nationwide Surplus, LLCbenefits

Nationwide Surplus, LLC dba ER2 Health and Welfare Plan · MESA, AZ · plan year 2025

Broker compensation reported · 2025
$32,390

Nationwide Surplus, LLC's benefits plans covered 167 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $32,390 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $194 per covered person, above the median for employer plans that report broker pay. Broker pay fell 64% from $89,811 in 2024.

Insurance contracts · 20251
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 233 covered
Brokers & agents paid · 20253
BLACK GOULD & ASSOC$8,566 · incl $8,566 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 208647785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.