Plan Ledger DOL Form 5500 · updated monthly

The Legal Aid Society of Rochester, Inc.benefits

The Legal Aid Society of Rochester Health & Welfare Benefits Plan · ROCHESTER, NY · plan year 2025

Broker compensation reported · 2025
$47,734

The Legal Aid Society of Rochester, Inc.'s benefits plans covered 129 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $55,870. Insurance brokers and agents were paid $47,734 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 85.4% of premiums. That is $370 per covered person, above the median for employer plans that report broker pay. Broker pay fell 9.6% from $52,783 in 2024.

Insurance contracts · 20254
EXCELLUS BLUE CROSS BLUE SHIELD · dental$56K · 85 covered
EXCELLUS BLUE CROSS BLUE SHIELD · health dentalpremiums n/a · 59 covered
GUARDIAN · vision life ltdpremiums n/a · 78 covered
SUN LIFE AND HEALTH INSURANCE COMPANY · lifepremiums n/a · 129 covered
Brokers & agents paid · 20254
CROWN RISK MANAGEMENT, LLC$33,028
LAWLEY LLC$14,072 · incl $817 fees
DAILY FEATS INC$611
Individual agent · names withheld$23

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 Crown Risk Management, LLC3

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 160743070 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.