Plan Ledger DOL Form 5500 · updated monthly

New York State Bar Associationbenefits

New York State Bar Association Group Health Care Plan · ALBANY, NY · plan year 2025

Broker compensation reported · 2025
$76,618

New York State Bar Association's benefits plans covered 119 active participants in 2025, providing health · dental · vision. Insurance premiums totaled $1,375,222. Insurance brokers and agents were paid $76,618 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.6% of premiums. That is $644 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 19% from $64,526 in 2024.

Insurance contracts · 20256
CDPHP · health$1.1M · 119 covered
GUARDIAN · dental vision$90K · 75 covered
FIRST UNUM LIFE INSURANCE COMPANY · life$86K · 77 covered
FIRST UNUM LIFE INSURANCE COMPANY · life$28K · 89 covered
AFLAC · health$21K · 23 covered
FIRST UNUM LIFE INSURANCE COMPANY · life$13K · 21 covered
Brokers & agents paid · 20255
GALLAGHER BENEFIT SERVICES INC$74,408 · incl $2,960 fees
KRISTA ANNE ROTONDI$1,406 · incl $29 fees
BENITO A ROTONDI II INC$80
BRAD JONES AND ASSOCIATES INC$30
19 individual agents · names withheld$694

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 Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 140923640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.