Plan Ledger DOL Form 5500 · updated monthly

The Caldwell Foundationbenefits

The Caldwell Foundation Employee Flexible Benefits Plan · TYLER, TX · plan year 2023

Broker compensation reported · 2023
$17,345

The Caldwell Foundation's benefits plan covered 94 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $17,345 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $185 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20233
DEARBORN LIFE INSURANCE COMPANY · visionpremiums n/a · 59 covered
BLUECROSS BLUESHIELD OF TEXAS · health drug dental ppopremiums n/a · 126 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 94 covered
Brokers & agents paid · 20231
LOCKTON COMPANIES, LLC$17,345 · incl $2,665 fees
Also brokered by Lockton5
Banner Health AZ$2,557,307

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 756004080 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.