Plan Ledger DOL Form 5500 · updated monthly

The Wealshire LLCbenefits

Wealshire Health and Welfare Plan · MEDINA, MN · plan year 2025

Broker compensation reported · 2025
$13,740

The Wealshire LLC's benefits plans covered 122 active participants in 2025, providing life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $13,740 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $113 per covered person, below the median for employer plans that report broker pay. Broker pay rose 33% from $10,323 in 2024.

Insurance contracts · 20257
UNUM INSURANCE COMPANYpremiums n/a · 33 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 32 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 33 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 122 covered
UNUM INSURANCE COMPANYpremiums n/a · 11 covered
UNUM INSURANCE COMPANYpremiums n/a · 23 covered
Brokers & agents paid · 20254
MARSH & MCLENNAN AGENCY LLC$8,028 · incl $2,172 fees
MARSH & MCLENNAN AGENCY$4,718 · incl $1,275 fees
THE HORTON GROUP$497
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 263304251 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.