Plan Ledger DOL Form 5500 · updated monthly

Phoebe-Devitt Homesbenefits

Phoebe-Devitt Homes Group Insurance Plan · ALLENTOWN, PA · plan year 2025

Broker compensation reported · 2025
$77,639

Phoebe-Devitt Homes's benefits plans covered 522 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $50,804. Insurance brokers and agents were paid $77,639 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 152.8% of premiums. That is $149 per covered person, below the median for employer plans that report broker pay. Brokers were paid 8.5x the $9,096 reported for 2024.

Insurance contracts · 202510
VISION BENEFITS OF AMERICA · vision$51K · 463 covered
OPTUM HEALTH (UNIMERICA INSURANCE COMPANY) · stop-losspremiums n/a · 506 covered
CRUM & FORSTER · stop-losspremiums n/a · 522 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 821 covered
UNUM INSURANCE COMPANYpremiums n/a · 67 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 861 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 693 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 168 covered
UNUM LIFE INSURANCE COMPANYpremiums n/a · 115 covered
UNUM INSURANCE COMPANYpremiums n/a · 86 covered
Brokers & agents paid · 20253
MCCLELLAN, DAVID J$33,595 · incl $22,119 fees
BSI CORPORATE BENEFITS, LLC$41,504
BSI CORPORATE BENEFITS$2,540
Also brokered by McClellan, David J4

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 231396838 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.