Plan Ledger DOL Form 5500 · updated monthly

Our Family Wizard, LLC.benefits

Our Family Wizard Wrap Plan · MINNEAPOLIS, MN · plan year 2025

Broker compensation reported · 2025
$126,142

Our Family Wizard, LLC.'s benefits plans covered 128 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $141,164. Insurance brokers and agents were paid $126,142 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 89.4% of premiums. That is $985 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 23% from $102,917 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF MINNESOTA · dental$141K · 271 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 148 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 128 covered
Brokers & agents paid · 20254
STRATEGIC NON-MEDICAL SLTNS, LLC$4,749 · incl $4,749 fees
Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 411993843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.