Plan Ledger DOL Form 5500 · updated monthly

Project Management Institute Inc.benefits

Project Management Institute Inc. Health and Welfare Plan · NEWTOWN SQUARE, PA · plan year 2025

Broker compensation reported · 2025
$28,586

Project Management Institute Inc.'s benefits plans covered 584 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $10,379,827. Insurance brokers and agents were paid $28,586 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 0.3% of premiums. That is $49 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 130% from $12,414 in 2024.

Insurance contracts · 202514
INDEPENDENCE BLUE CROSS - MED · health ppo$6.7M · 443 covered
INDEPENDENCE BLUE CROSS - RX · drug ppo$2.2M · 541 covered
KEYSTONE HEALTH PLAN EAST · health drug hmo$1.4M · 98 covered
VISION SERVICE PLAN · vision$71K · 534 covered
COMPSYCHpremiums n/a · 743 covered
NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) · lifepremiums n/a · 584 covered
METLIFE LEGAL PLANS, INC.premiums n/a · 49 covered
NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) · stdpremiums n/a · 584 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 158 covered
ALLSTATE - AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 7 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 97 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 128 covered
NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) · ltdpremiums n/a · 589 covered
NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA)premiums n/a · 584 covered
Brokers & agents paid · 20251
MARSH & MCLENNAN AGENCY LLC$28,586 · incl $15,035 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 231887442 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.