Plan Ledger DOL Form 5500 · updated monthly

Shambaugh & Son, L.P.benefits

Shambaugh & Son, L.P. Group Health & Welfare Benefits Plan · FORT WAYNE, IN · plan year 2025

Broker compensation reported · 2025
$80,797

Shambaugh & Son, L.P.'s benefits plans covered 1,003 active participants in 2025, providing health · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $80,797 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $81 per covered person, below the median for employer plans that report broker pay. Broker pay rose 18% from $68,493 in 2024.

Insurance contracts · 20252
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · visionpremiums n/a · 991 covered
THE GUARDIAN INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 1,003 covered
Brokers & agents paid · 20251
NXTGEN LLC$80,797 · incl $4,501 fees
Also brokered by Nxtgen LLC3
Metalx, LLC IN$2,418

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 350965412 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.