Plan Ledger DOL Form 5500 · updated monthly

The Havi Group LP D/B/A Morgan Street Holdingsbenefits

The Havi Group, LP Healthcare, Survivor and Disability Program · CHICAGO, IL · plan year 2025

Broker compensation reported · 2025
$31,199

The Havi Group LP D/B/A Morgan Street Holdings's benefits plan covered 1,167 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $31,199 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $27 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 202510
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 373 covered
UNUM INSURANCE COMPANYpremiums n/a · 270 covered
UNUM INSURANCE COMPANYpremiums n/a · 253 covered
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 10 covered
BLUECROSS BLUESHIELD OF ILLINOIS · health drug ppopremiums n/a · 2,270 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 1,170 covered
TELUS HEALTHpremiums n/a · 1,235 covered
METLIFE LEGAL PLANSpremiums n/a · 185 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dentalpremiums n/a · 7 covered
VISION SERVICE PLAN · visionpremiums n/a · 930 covered
Brokers & agents paid · 20253
GALLAGHER BENEFIT SERVICES, INC.$26,834 · incl $2,004 fees
MERCER HEALTH AND BENEFITS, LLC$4,356 · incl $4,356 fees
Individual agent · names withheld$9

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 363600106 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.