Plan Ledger DOL Form 5500 · updated monthly

Toltz King Duvall Anderson and Associates Incorporatedbenefits

Toltz King Duvall Anderson and Associates Incorpor Group Life Ad&D and Disability Plan · BLOOMINGTON, MN · plan year 2025

Broker compensation reported · 2025
$41,428

Toltz King Duvall Anderson and Associates Incorporated's benefits plans covered 419 active participants in 2025, providing life · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $41,428 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $99 per covered person, below the median for employer plans that report broker pay. Broker pay fell 1.2% from $41,952 in 2024.

Insurance contracts · 20253
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 423 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 422 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 713 covered
Brokers & agents paid · 20253
GALLAGHER BENEFIT SERVICES INC$38,771 · incl $4,186 fees
Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 410579540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.