Plan Ledger DOL Form 5500 · updated monthly

The Education Trustbenefits

The Education Trust Health and Welfare Plan · WASHINGTON, DC · plan year 2025

Broker compensation reported · 2025
$116,732

The Education Trust's benefits plans covered 138 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $116,732 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $846 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 8.4x the $13,910 reported for 2024.

Insurance contracts · 20256
CAREFIRST BLUE CHOICE, INC. · health drugpremiums n/a · 131 covered
UNITED CONCORDIA INSURANCE COMPANY · dentalpremiums n/a · 137 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 133 covered
HEALTH ADVOCATE SOLUTIONS, INC.premiums n/a · 139 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 131 covered
LEGAL RESOURCESpremiums n/a · 39 covered
Brokers & agents paid · 20252
CBIZ BENEFITS & INSURANCE SERVICES$116,714 · incl $101,666 fees
IMG$18 · incl $18 fees
Also brokered by Cbiz5
Shl Pharma LLC FL$477,103
V2X Inc. CO$439,040
Polsinelli MO$317,662

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 521982223 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.