Plan Ledger DOL Form 5500 · updated monthly

The Caldwell Group, Inc.benefits

The Caldwell Group Benefit Plan · BELOIT, WI · plan year 2025

Broker compensation reported · 2025
$102,189

The Caldwell Group, Inc.'s benefits plans covered 175 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $102,189 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $584 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 22% from $83,629 in 2024.

Insurance contracts · 20257
BLUECROSS BLUESHIELD OF ILLINOIS · health drug hmo ppopremiums n/a · 225 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 135 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 169 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 169 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 47 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 169 covered
VISION SERVICE PLAN · visionpremiums n/a · 122 covered
Brokers & agents paid · 20253
STUMM INSURANCE LLC$76,544 · incl $4,017 fees
STUMM INSURANCE, LLC$25,631 · incl $3,838 fees
ENROLLEASE, INC DBA EASECENTRA$14
Also brokered by Stumm Insurance LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 362896884 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.