Plan Ledger DOL Form 5500 · updated monthly

The Heritage Group Health Plan Benefits Committeebenefits

The Heritage Group Health Plan · INDIANAPOLIS, IN · plan year 2024

Broker compensation reported · 2024
$256,910

The Heritage Group Health Plan Benefits Committee's benefits plan covered 3,148 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $2,413,963. Insurance brokers and agents were paid $256,910 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 10.6% of premiums. That is $82 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20248
DELTA DENTAL OF INDIANA · dental$2.4M · 7,867 covered
ANTHEM INSURANCE COMPANIES, INC. (G2001) · health visionpremiums n/a · 3,304 covered
UNUM LIFE INSURANCE COMPANYpremiums n/a · 1,704 covered
UNUM LIFE INSURANCE COMPANYpremiums n/a · 1,341 covered
UNUM LIFE INSURANCE COMPANYpremiums n/a · 2,679 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 8,302 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 117 covered
Brokers & agents paid · 20244
GCG FINANCIAL LLC$11,721
FIRST PERSON INC$64
Also brokered by Gcg Financial LLC5
Start Early IL$269,132
Core Spaces, LLC IL$245,448

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 351448549 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.