Plan Ledger DOL Form 5500 · updated monthly

Professional Case Managementbenefits

Professional Case Management Health and Welfare Plan · DENVER, CO · plan year 2025

Broker compensation reported · 2025
$164,655

Professional Case Management's benefits plans covered 849 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $164,655 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $194 per covered person, above the median for employer plans that report broker pay. Broker pay fell 2.3% from $168,511 in 2024.

Insurance contracts · 20254
UNITEDHEALTHCARE INSURANCE COMPANY · health vision ppopremiums n/a · 1,203 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 47 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · std ltdpremiums n/a · 612 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 753 covered
Brokers & agents paid · 20255
LOCKTON COMPANIES, LLC$142,764 · incl $12,643 fees
LOCKTON COMPANIES LLC$14,694 · incl $70 fees
VOLUNTARY SOLUTIONS INC$4,537 · incl $1,589 fees
RPM BENEFIT ADVISORS LLC$2,621 · incl $55 fees
FOREVER EMPLOYER LTD$39
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 841383042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.