Plan Ledger DOL Form 5500 · updated monthly

The Andrew W. Mellon Foundationbenefits

The Andrew W. Mellon Foundation Health and Welfare Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$477,570

The Andrew W. Mellon Foundation's benefits plans covered 210 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $5,396,452. Insurance brokers and agents were paid $477,570 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 8.8% of premiums. That is $2,274 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 22% from $390,001 in 2024.

Insurance contracts · 20257
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dental vision$5.4M · 330 covered
TELUS HEALTH (US) LTD.premiums n/a · 210 covered
MAGELLAN BEHAVIORAL HEALTHpremiums n/a · 181 covered
ACE AMERICAN INSURANCE COMPANYpremiums n/a · 210 covered
ACE AMERICAN INSURANCE COMPANYpremiums n/a · 210 covered
COMPANION LIFE INSURANCE COMPANY · lifepremiums n/a · 201 covered
MUTUAL OF OMAHA INSURANCE COMPANY · ltdpremiums n/a · 201 covered
Brokers & agents paid · 20254
MARSH AND MCLENNAN AGENCY, LLC$324,984 · incl $283,573 fees
CENTERSTONE INS AND FIN SVC, LLC$149,834 · incl $149,834 fees
REUBEN WARNER ASSOCIATES, INC.$1,573 · incl $1,573 fees
MARSH$1,179
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 131879954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.