Plan Ledger DOL Form 5500 · updated monthly

Rose Companiesbenefits

Rose Companies Employer Health and Welfare Plan · INDEPENDENCE, OH · plan year 2024

Broker compensation reported · 2024
$68,346

Rose Companies's benefits plans covered 89 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $129,458. Insurance brokers and agents were paid $68,346 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 52.8% of premiums. That is $768 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 64% from $192,125 in 2023.

Insurance contracts · 20245
DELTA DENTAL OF OHIO · dental$129K · 195 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 132 covered
ANTHEM LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 89 covered
VISION SERVICE PLAN · visionpremiums n/a · 89 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 1 covered
Brokers & agents paid · 20241
JAMES B. OSWALD COMPANY$68,346 · incl $54,423 fees
Also brokered by James B. Oswald Company5
Tyto Athene, LLC VA$217,722

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 813982831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.