Plan Ledger DOL Form 5500 · updated monthly

South Bend Medical Foundationbenefits

South Bend Medical Foundation, Inc · SOUTH BEND, IN · plan year 2025

Broker compensation reported · 2025
$38,771

South Bend Medical Foundation's benefits plans covered 106 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $38,771 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $366 per covered person, above the median for employer plans that report broker pay. Broker pay rose 68% from $23,085 in 2024.

Insurance contracts · 20253
PRE-PAID LEGAL SERVICES INC., DBA LEGALSHIELDpremiums n/a · 12 covered
HARTFORD LIFE AND ACCIDENTpremiums n/a · 106 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 190 covered
Brokers & agents paid · 20254
JAMES R. NELLIGAN & ASSOCIATES, LLC$11,989 · incl $3,426 fees
DAWN WISE DBA JJ & DR ENTERPRISES$115
GIBSON INSURANCE AGENCY, INC.$26,603 · incl $156 fees
Individual agent · names withheld$64

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 James R. Nelligan & Associates, LLC5
Anmed Health SC$105,521

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 350868178 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.