Plan Ledger DOL Form 5500 · updated monthly

The Barack Obama Foundationbenefits

The Barack Obama Foundation Group Benefits Plan · CHICAGO, IL · plan year 2025

Broker compensation reported · 2025
$148,995

The Barack Obama Foundation's benefits plans covered 337 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $148,995 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $442 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 9.4% from $164,483 in 2024.

Insurance contracts · 20254
BLUECROSS BLUESHIELD OF ILLINOIS · health drug dentalpremiums n/a · 489 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 328 covered
VISION SERVICE PLAN · visionpremiums n/a · 301 covered
COMPSYCH CORPORATIONpremiums n/a · 250 covered
Brokers & agents paid · 20252
MERCER HEALTH AND BENEFITS, LLC$107,859 · incl $3,216 fees
LAMBENT RISK MANAGEMENT SERVICES$41,136
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 464950751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.