Plan Ledger DOL Form 5500 · updated monthly

Toward Independence, Inc.benefits

Toward Independence Inc. Wrap Benefit Plan · XENIA, OH · plan year 2025

Broker compensation reported · 2025
$22,347

Toward Independence, Inc.'s benefits plans covered 267 active participants in 2025, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $22,347 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $84 per covered person, below the median for employer plans that report broker pay. Broker pay fell 1.0% from $22,584 in 2024.

Insurance contracts · 20251
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dental vision lifepremiums n/a · 267 covered
Brokers & agents paid · 20253
USI INSURANCE SERVICES LLC$12,647 · incl $4,095 fees
GIS BENEFITS, INC.$5,228 · incl $5,228 fees
BOON CHAPMAN BENEFIT ADMINISTRATORS$4,472 · incl $4,472 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 310856399 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.