Plan Ledger DOL Form 5500 · updated monthly

Swickard Management Company, LLCbenefits

Swickard Management Company, LLC Employee Benefits Plan · GLADSTONE, OR · plan year 2025

Broker compensation reported · 2025
$210,229

Swickard Management Company, LLC's benefits plans covered 1,192 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $210,229 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $176 per covered person, below the median for employer plans that report broker pay. Broker pay rose 4.7% from $200,782 in 2024.

Insurance contracts · 20256
VISION SERVICE PLAN · visionpremiums n/a · 997 covered
HAWAII DENTAL SERVICES · dentalpremiums n/a · 176 covered
HAWAII MEDICAL SERVICES ASSOCIATION · healthpremiums n/a · 159 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmo ppopremiums n/a · 445 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 479 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 115 covered
Brokers & agents paid · 20254
ERIC M. SILVERMAN$65,356 · incl $8,135 fees
NATIONAL BENEFIT PARTNER WEST, LLC$7,647 · incl $7,647 fees
INSURANCE OFFICE OF AMERICA, INC.$126,033 · incl $6,571 fees
PSG, INC.$11,193
Also brokered by Eric M. Silverman1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 814732007 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.