Plan Ledger DOL Form 5500 · updated monthly

Thomas Jefferson Universitybenefits

Jefferson Health and Welfare Plan · PHILADELPHIA, PA · plan year 2024

Broker compensation reported · 2024
$5,451,254

Thomas Jefferson University's benefits plans covered 32,763 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $5,451,254 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $166 per covered person, below the median for employer plans that report broker pay. Broker pay fell 7.0% from $5,864,434 in 2023.

Insurance contracts · 202416
AETNA LIFE INSURANCE CO. · dentalpremiums n/a · 54,936 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 33,283 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 22,826 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 30,464 covered
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 2,998 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 29,902 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 30,400 covered
LEGAL PLANS, USApremiums n/a · 1,674 covered
CAREBRIDGE CORPORATIONpremiums n/a · 20,322 covered
FIRSTCALL MAIN LINE HEALTHpremiums n/a · 18,198 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 50,651 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 886 covered
MINNESOTA LIFE INSURANCE COMPANY · lifepremiums n/a · 279 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · healthpremiums n/a · 5,681 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · healthpremiums n/a · 4,768 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · healthpremiums n/a · 3,398 covered
Brokers & agents paid · 202410
GALLAGHER BENEFIT SERVICES$3,161,088 · incl $2,059,924 fees
MICHAEL J ZIMMERMAN$499,890
EMPOWER BENEFITS INC DBA CORESTREAM$374,821
MANNING JERRY$109,414
CONNER STRONG & BUCKELEW$104,083 · incl $104,083 fees
EMPOWER BENEFITS INC$175,859
LTCI PARTNERS, LLC$54,705
C2 CENTRIC LLC$34,695 · incl $34,695 fees
Also brokered by Gallagher5
Chem Carriers, LLC LA$5,531,992

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 231352651 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.