Plan Ledger DOL Form 5500 · updated monthly

Spectrum Retirement Communities LLC and Subsidiariesbenefits

Spectrum Retirement Communities LLC Welfare Benefit Plan · DENVER, CO · plan year 2025

Broker compensation reported · 2025
$130,849

Spectrum Retirement Communities LLC and Subsidiaries's benefits plans covered 2,542 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $130,849 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $51 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 67% from $78,521 in 2024.

Insurance contracts · 20255
RELIASTAR LIFE INSURANCE COMPANY · lifepremiums n/a · 2,565 covered
EVERNORTH BEHAVIORAL HEALTH, INC.premiums n/a · 6,320 covered
VISION SERVICE PLAN · visionpremiums n/a · 580 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 86 covered
THE HARTFORD INSURANCE GROUP · std ltdpremiums n/a · 1,494 covered
Brokers & agents paid · 20255
LOCKTON INSURANCE BROKERS LLC$99,123 · incl $14,028 fees
LOCKTON COMPANIES, LLC$27,857 · incl $264 fees
PLANSOURCE BENEFITS ADMIN., INC$3,213 · incl $3,213 fees
COVERDELL$484 · incl $484 fees
MERCER H&B ADMINISTRATION$172 · incl $172 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 200110890 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.