Plan Ledger DOL Form 5500 · updated monthly

North Shore Bankbenefits

North Shore Bank Employee Health Care Plan · BROOKFIELD, WI · plan year 2025

Broker compensation reported · 2025
$20,907

North Shore Bank's benefits plans covered 403 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $20,907 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $52 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 13% from $23,942 in 2024.

Insurance contracts · 20254
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 403 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 412 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 403 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 403 covered
Brokers & agents paid · 20251
MERCER HEALTH AND BENEFITS, LLC$20,907 · incl $1,525 fees
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 390506400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.