Plan Ledger DOL Form 5500 · updated monthly

The McGregor Foundationbenefits

The McGregor Foundation Employee Benefits Plan · EAST CLEVELAND, OH · plan year 2025

Broker compensation reported · 2025
$32,891

The McGregor Foundation's benefits plans covered 435 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $32,891 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $76 per covered person, below the median for employer plans that report broker pay. Broker pay fell 12% from $37,185 in 2024.

Insurance contracts · 20252
UNITEDHEALTHCARE INSURANCE COMPANY · dental visionpremiums n/a · 144 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 435 covered
Brokers & agents paid · 20251
USI INSURANCE SERVICES LLC$32,891 · incl $11,804 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 340714356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.