Plan Ledger DOL Form 5500 · updated monthly

Oakwood Village University Woods Homes, Inc.benefits

Oakwood Village University Woods Homes, Inc. Health and Welfare Plan · MADISON, WI · plan year 2025

Broker compensation reported · 2025
$42,462

Oakwood Village University Woods Homes, Inc.'s benefits plans covered 413 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $42,462 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $103 per covered person, below the median for employer plans that report broker pay. Broker pay fell 13% from $48,709 in 2024.

Insurance contracts · 20255
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 400 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 312 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 412 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 136 covered
QUARTZ HEALTH BENEFIT PLANS CORPORATION · drug hmo ppopremiums n/a · 413 covered
Brokers & agents paid · 20257
M3 INSURANCE SOLUTIONS INC$22,510 · incl $278 fees
M3 INSURANCE SOLUTIONS, INC.$5,965 · incl $278 fees
M3 INSURANCE SOLUTIONS, INC$3,268
GROUP INSURANCE SERVICES INC.$2,363 · incl $729 fees
UKG$7,073 · incl $7,073 fees
GIS BENEFITS INC$1,140 · incl $1,140 fees
Also brokered by M3 Insurance Solutions Inc5
Stella & Chewy's WI$180,206

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 390790565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.