Plan Ledger DOL Form 5500 · updated monthly

Sunrise Retirement Communitybenefits

Sunrise Retirement Community Health and Welfare Benefit Plans · SIOUX CITY, IA · plan year 2025

Broker compensation reported · 2025
$21,791

Sunrise Retirement Community's benefits plans covered 225 active participants in 2025, providing health · life · dental · vision · short-term disability · death benefits · other. Insurance brokers and agents were paid $21,791 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $97 per covered person, below the median for employer plans that report broker pay. Broker pay rose 4.2% from $20,916 in 2024.

Insurance contracts · 20254
WELLMARK BLUE CROSS BLUE SHIELD OF IOWA · health drug ppopremiums n/a · 23 covered
WELLMARK HEALTH PLAN OF IOWA · health drug hmopremiums n/a · 58 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dental vision life stdpremiums n/a · 107 covered
AETNA BEHAVIORAL HEALTH, LLCpremiums n/a · 225 covered
Brokers & agents paid · 20251
MARSH & MCLENNAN AGENCY LLC$21,791 · incl $5,902 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 420805391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.