Plan Ledger DOL Form 5500 · updated monthly

The Heritage Foundationbenefits

The Heritage Foundation Employee Benefits Plan · WASHINGTON, DC · plan year 2025

Broker compensation reported · 2025
$26,022

The Heritage Foundation's benefits plans covered 295 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $26,022 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $88 per covered person, below the median for employer plans that report broker pay. Broker pay rose 12% from $23,163 in 2024.

Insurance contracts · 20255
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 145 covered
METLIFE LEGAL PLANSpremiums n/a · 56 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 295 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 295 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 295 covered
Brokers & agents paid · 20251
KELLY & ASSOCIATES INSURANCE GROUP$26,022 · incl $7,245 fees
Also brokered by Kelly & Associates Insurance Group5
Populus Group MI$590,046

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 237327730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.