Plan Ledger DOL Form 5500 · updated monthly

Partners in Excellence, Incbenefits

Partners in Excellence, Inc. Welfare Benefit Plans · BURNSVILLE, MN · plan year 2025

Broker compensation reported · 2025
$146,150

Partners in Excellence, Inc's benefits plans covered 405 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $112,675. Insurance brokers and agents were paid $146,150 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 129.7% of premiums. That is $361 per covered person, above the median for employer plans that report broker pay. Broker pay rose 38% from $106,121 in 2024.

Insurance contracts · 20257
DELTA DENTAL OF MINNESOTA · dental$113K · 279 covered
MEDICA INSURANCE COMPANY · healthpremiums n/a · 265 covered
EYEMED VISION CARE · visionpremiums n/a · 224 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 405 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 115 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 112 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 116 covered
Brokers & agents paid · 20257
THE HORTON GROUP$77,188 · incl $564 fees
MARSH & MCLENNAN AGENCY$38,473 · incl $564 fees
THE HORTON GROUP, INC$7,034 · incl $3,390 fees
THE HORTON GROUP INC.$4,265 · incl $2,145 fees
THE HORTON GROUP, INC.$485 · incl $320 fees
Also brokered by The Horton Group5
Renuity, LLC NC$54,655

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 411981818 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.