Plan Ledger DOL Form 5500 · updated monthly

The McCallie Schoolbenefits

The McCallie School Welfare Benefit Plan · CHATTANOOGA, TN · plan year 2025

Broker compensation reported · 2025
$91,605

The McCallie School's benefits plans covered 205 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance premiums totaled $30,064. Insurance brokers and agents were paid $91,605 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 304.7% of premiums. That is $447 per covered person, in the top quarter of employer plans that report broker pay. Brokers were paid 4.0x the $22,998 reported for 2024.

Insurance contracts · 20252
BLUECROSS BLUESHIELD OF TENNESSEE, INC. · health drug dental vision$30K · 456 covered
METROPOLITAN LIFE INSURANCE COMPANY · life ltdpremiums n/a · 424 covered
Brokers & agents paid · 20251
WILLIS TOWERS WATSON SOUTHEAST INC$91,605 · incl $2,934 fees
Also brokered by Wtw5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 620475837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.