Plan Ledger DOL Form 5500 · updated monthly

Samuel Merritt Universitybenefits

Samuel Merritt University Welfare Benefits Plan · OAKLAND, CA · plan year 2025

Broker compensation reported · 2025
$220,275

Samuel Merritt University's benefits plans covered 375 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $220,275 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $587 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 7.6% from $204,729 in 2024.

Insurance contracts · 202512
CLAREMONT BEHAVIORAL SERVICES, INC.premiums n/a · 873 covered
UNUM INSURANCE COMPANYpremiums n/a · 108 covered
VISION SERVICE PLAN · visionpremiums n/a · 312 covered
UNUM INSURANCE COMPANYpremiums n/a · 74 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 57 covered
UNUM INSURANCE COMPANYpremiums n/a · 62 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 13 covered
ARAG INSURANCE COMPANYpremiums n/a · 132 covered
UNITED HEALTHCARE INSURANCE COMPANY · health drug hmo ppopremiums n/a · 615 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 309 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 165 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 375 covered
Brokers & agents paid · 20251
EDGEWOOD PARTNERS INSURANCE CENTER$220,275 · incl $19,888 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 942992642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.