Plan Ledger DOL Form 5500 · updated monthly

The Bernard Groupbenefits

The Bernard Group, Associated Companies Health & Welfare Plan · CHANHASSEN, MN · plan year 2024

Broker compensation reported · 2024
$224,681

The Bernard Group's benefits plans covered 917 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $224,681 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $245 per covered person, above the median for employer plans that report broker pay. Broker pay was essentially unchanged from 2023.

Insurance contracts · 20249
EYEMED · visionpremiums n/a · 825 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 917 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 339 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 339 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 917 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 917 covered
HEALTHPARTNERS, INC. · dentalpremiums n/a · 1,200 covered
Brokers & agents paid · 20243
MARSH & MCLENNAN AGENCY LLC$223,792 · incl $33,087 fees
WATCHTOWER TECHNOLOGIES INC$854 · incl $854 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 411944077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.