Plan Ledger DOL Form 5500 · updated monthly

Settlement Housing Fundbenefits

Settlement Housing Fund Health and Welfare Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$88,777

Settlement Housing Fund's benefits plans covered 118 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $88,777 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $752 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 18% from $75,019 in 2024.

Insurance contracts · 20253
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 172 covered
PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY · dental visionpremiums n/a · 88 covered
FIRST UNUM LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 118 covered
Brokers & agents paid · 20251
PAYCHEX INSURANCE AGENCY, INC.$88,777 · incl $16,335 fees
Also brokered by Paychex Insurance Agency, Inc.5
Tvg-Medulla LLC IL$123,140
Ardian US, LLC NY$118,031
Ultrafab, Inc. NY$112,976

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 237078882 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.