Plan Ledger DOL Form 5500 · updated monthly

Pegasystems Incorporatedbenefits

Pegasystems Inc. Health and Welfare Benefit Plan · WALTHAM, MA · plan year 2024

Broker compensation reported · 2024
$425,940

Pegasystems Incorporated's benefits plans covered 1,890 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $425,940 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $225 per covered person, above the median for employer plans that report broker pay. Broker pay rose 4.1% from $409,279 in 2023.

Insurance contracts · 202411
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 2 covered
ACE AMERICAN INSURANCE COMPANYpremiums n/a · 1,890 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 1,886 covered
ARAG INSURANCE COMPANYpremiums n/a · 782 covered
WORKPLACE OPTIONSpremiums n/a · 5,398 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 1,660 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 60 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · ltdpremiums n/a · 302 covered
PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY · ltdpremiums n/a · 8 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 25 covered
Brokers & agents paid · 202413
MERCER HEALTH AND BENEFITS ADMIN.$31,458 · incl $31,458 fees
JAMES W. MOORADIAN$6,048 · incl $3,200 fees
GALLAGHER BENEFIT SERVICES$2,322 · incl $111 fees
CALIBER BENEFITS GROUP LLC$1,291 · incl $1,291 fees
UNKNOWN$1,064
M FINANCIAL HOLDINGS INCORPORATED$664 · incl $2 fees
MARSH AND MCLENNAN AGENCY, LLC$38 · incl $27 fees
THE CLAUSEN FINANCIAL GROUP$13
5 individual agents · names withheld$1,242

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 Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 042787865 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.