Plan Ledger DOL Form 5500 · updated monthly

Paul B. Zimmerman, Inc.benefits

Paul B. Zimmerman, Inc. Health and Welfare Plan · EPHRATA, PA · plan year 2025

Broker compensation reported · 2025
$8,916

Paul B. Zimmerman, Inc.'s benefits plans covered 252 active participants in 2025, providing health · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $8,916 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $35 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 17% from $10,792 in 2024.

Insurance contracts · 20252
SUN LIFE ASSURANCE COMPANY OF CANADA · ltdpremiums n/a · 133 covered
HIGHMARK INC. · visionpremiums n/a · 626 covered
Brokers & agents paid · 20253
BCF GROUP INC$3,960
EMERSON ROGERS LLC$3,929 · incl $1,628 fees
FORNEY, J B$1,027
Also brokered by Bcf Group Inc2

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 232049723 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.