Plan Ledger DOL Form 5500 · updated monthly

Outlook Group, LLCbenefits

Outlook Group, LLC Employee Benefit Plan · NEENAH, WI · plan year 2025

Broker compensation reported · 2025
$11,220

Outlook Group, LLC's benefits plans covered 224 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $11,220 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $50 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 22% from $9,175 in 2024.

Insurance contracts · 20253
LINCOLN NATIONAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 224 covered
Brokers & agents paid · 20253
JAMES R. NELLIGAN & ASSOCS$4,526 · incl $4,526 fees
PENTRA, LLC$6,505
Also brokered by James R. Nelligan & Assocs1

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 813577314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.