Plan Ledger DOL Form 5500 · updated monthly

Shelter Corporationbenefits

Comprehensive Health and Welfare Benefits Plan · HOPKINS, MN · plan year 2024

Broker compensation reported · 2024
$17,240

Shelter Corporation's benefits plans covered 153 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $17,240 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $113 per covered person, below the median for employer plans that report broker pay. Broker pay rose 59% from $10,825 in 2023.

Insurance contracts · 20244
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 153 covered
COLONIAL LIFE & ACCIDENT INSRURANCE COMPANY · health stdpremiums n/a · 31 covered
BENCHMARK INSURANCE COMPANY · healthpremiums n/a · 94 covered
Brokers & agents paid · 20246
USI INSURANCE SERVICES LLC$14,044 · incl $1,720 fees
MARC A. GROVE$1,117 · incl $696 fees
NATIONAL ENROLLMENT PARTNERS, LLC$497 · incl $257 fees
MPART BENEFITS, INC.$158 · incl $89 fees
MEGHAN MOFFATT LUCAS & OTHER AGENTS$152 · incl $22 fees
2 individual agents · names withheld$1,272

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 411735738 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.