Plan Ledger DOL Form 5500 · updated monthly

Oakleaf Clinics, Inc.benefits

Oakleaf Clinics, Inc. Wrap Plan · EAU CLAIRE, WI · plan year 2025

Broker compensation reported · 2025
$64,252

Oakleaf Clinics, Inc.'s benefits plans covered 390 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $64,252 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $165 per covered person, below the median for employer plans that report broker pay. Broker pay rose 181% from $22,845 in 2024.

Insurance contracts · 20252
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 240 covered
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 390 covered
Brokers & agents paid · 20254
ALERA GROUP, INC.$35,619 · incl $35,619 fees
J A COUNTER & ASSOCIATES, INC.$20,272
J A COUNTER & ASSOCIATES$2,090
Also brokered by Alera Group, Inc.5
Agathos CA$209,019
Automattic Inc. CA$126,974

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 274563392 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.