Plan Ledger DOL Form 5500 · updated monthly

Nazareth Universitybenefits

Welfare Plan for Employees of Nazareth University · ROCHESTER, NY · plan year 2025

Broker compensation reported · 2025
$165,091

Nazareth University's benefits plans covered 436 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $4,606,535. Insurance brokers and agents were paid $165,091 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.6% of premiums. That is $379 per covered person, above the median for employer plans that report broker pay. Broker pay was essentially unchanged from 2024.

Insurance contracts · 20259
EXCELLUS BLUE CROSS BLUE SHIELD · health drug$4.4M · 237 covered
EXCELLUS BLUE CROSS BLUE SHIELD · dental$249K · 310 covered
AMERICA FAMILY LIFE INSURANCE COMPANY OF NEW YORKpremiums n/a · 70 covered
EXCELLUS BLUE CROSS BLUE SHIELD · health drugpremiums n/a · 139 covered
HARTFORD LIFE AND ACCIDENT INSURANCE COpremiums n/a · 436 covered
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK · lifepremiums n/a · 571 covered
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK · ltdpremiums n/a · 370 covered
Brokers & agents paid · 202510
ROBERT G RELPH AGENCY, INC$10,375
USI INSURANCE SERVICES LLC$89,864 · incl $4,023 fees
CHARLES MORALES$1,266 · incl $26 fees
STEPHEN C PLATNER$1,043 · incl $24 fees
BRENDAN MCCARTHY AND CREW INC$294
BENEFIT RESOURCE INC$33
ROBERT G RELPH AGENCY INC$60,567
BRAD JONES AND ASSOCIATES INC$7
24 individual agents · names withheld$1,547

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 Robert G Relph Agency, Inc5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 160743088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.