Plan Ledger DOL Form 5500 · updated monthly

Southeast Regional Council of the National Associationbenefits

Housing Benefits Plan · ROUND ROCK, TX · plan year 2024

Broker compensation reported · 2024
$472,495

Southeast Regional Council of the National Association's benefits plans covered 1,729 active participants in 2024, providing health · life · dental · vision · long-term disability. Insurance premiums totaled $264,316. Insurance brokers and agents were paid $472,495 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 178.8% of premiums. That is $273 per covered person, above the median for employer plans that report broker pay. Broker pay rose 5.9% from $446,283 in 2023.

Insurance contracts · 20244
STANDARD INSURANCE COMPANY · life ltd$264K · 689 covered
VISION SERVICE PLAN · visionpremiums n/a · 852 covered
UNITED HEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 226 covered
UNITED HEALTHCARE INSURANCE COMPANY · health dentalpremiums n/a · 1,242 covered
Brokers & agents paid · 20241
MERCER HEALTH & BENEFITS LLC$472,495 · incl $438,714 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 237134151 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.