Plan Ledger DOL Form 5500 · updated monthly

Pentegra Retirement Servicesbenefits

Pentegra Retirement Services Group Health & Welfare Plan · WHITE PLAINS, NY · plan year 2025

Broker compensation reported · 2025
$94,744

Pentegra Retirement Services's benefits plans covered 284 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $94,744 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $334 per covered person, above the median for employer plans that report broker pay. Broker pay rose 28% from $74,078 in 2024.

Insurance contracts · 20257
EYEMED VISION CARE · visionpremiums n/a · 417 covered
FIRST UNUM LIFE INSURANCE COMPANY · life ltdpremiums n/a · 284 covered
FIRST UNUM LIFE INSURANCE COMPANY · lifepremiums n/a · 127 covered
SUN LIFE AND HEALTH INSURANCE COMPANY · stop-losspremiums n/a · 220 covered
Brokers & agents paid · 20253
HILB GROUP OF NEW YORK$43,090
UMR, INC.$5,787 · incl $5,787 fees
HILB GROUP OF NEW ENGLAND$45,867 · incl $2,765 fees
Also brokered by Hilb Group of New York4
Bci Brands Inc. NY$27,073

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 133745616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.