Plan Ledger DOL Form 5500 · updated monthly

Ohio Masonic Homesbenefits

Ohio Masonic Home Health and Accident Plan · SPRINGFIELD, OH · plan year 2025

Broker compensation reported · 2025
$14,481

Ohio Masonic Homes's benefits plans covered 382 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $14,481 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $38 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 51% from $9,598 in 2024.

Insurance contracts · 20255
VISION SERVICE PLAN · visionpremiums n/a · 266 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 46 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 13 covered
COMPSYCH CORPORATIONpremiums n/a · 549 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 346 covered
Brokers & agents paid · 202518
STEPHEN BRIAN LOMBARDOZZI$1,433
JENNIFER LOEFFLER$1,329
CARRIE LYNNE CARTER$1,016
MARSH & MCLENNAN AGENCY LLC$6,648 · incl $2,072 fees
INTEGRATED EMPLOYEE BENEFIT SOLU.$575
GENESIS & ASSOCIATES LLC$410
BROOKE HARMON & ASSOCIATES LLC$328 · incl $111 fees
HUB HEARTLAND LLC$167
THE CLARK GROUP OF SC$109 · incl $68 fees
HORAN ASSOCIATES INC$66
A C LONG & ASSOCIATES INC$49
ADVANCED BENEFIT SYSTEM INC$31 · incl $17 fees
OPPORTUNITY INC$3
OVERALL BENEFITS GROUP LLC$2
MAKOWSKI INS AGENCY INC$1
21 individual agents · names withheld$2,198

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 Stephen Brian Lombardozzi1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 310536997 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.