Plan Ledger DOL Form 5500 · updated monthly

The Iowa Clinic, P.C.benefits

The Iowa Clinic 401(K) Profit Sharing Plan · WEST DES MOINES, IA · plan year 2024

Previously filed as The Iowa Clinic P.C. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$100,757

The Iowa Clinic, P.C.'s benefits plans covered 1,230 active participants in 2024, providing life. Insurance brokers and agents were paid $100,757 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $82 per covered person, below the median for employer plans that report broker pay. Broker pay fell 21% from $128,175 in 2023.

Insurance contracts · 20248
HARTFORD LIFE AND ACCIDENT · std ltdpremiums n/a · 1,034 covered
RELIASTAR LIFE INSURANCE COMPANY · life stdpremiums n/a · 871 covered
VERATRUS BENEFIT SOLUTIONS · visionpremiums n/a · 771 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 15 covered
PRINCIPAL LIFE INSURANCE COMPANYpremiums n/a · 2 covered
ATHENE LIFE & ANNUITY INSURANCE COMPANY · lifepremiums n/a · 2 covered
DELTA DENTAL OF IOWA · dentalpremiums n/a · 828 covered
WELLMARK BLUE CROSS & BLUE SHIELD OF IOWA · stop-losspremiums n/a · 892 covered
Brokers & agents paid · 20245
LOCKTON COMPANIES LLC$29,820 · incl $27,480 fees
GALLAGHER BENEFIT SVCS INC$7,150 · incl $7,150 fees
GALLAGHER BENEFIT SERVICES - DSM$41,282 · incl $1,117 fees
HOLMES MURPHY & ASSOCIATES$265 · incl $265 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 421420077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.