Plan Ledger DOL Form 5500 · updated monthly

Trek Bicycle Corporationbenefits

Trek Bicycle Corporation Group Life and Disability Plan · WATERLOO, WI · plan year 2025

Broker compensation reported · 2025
$184,131

Trek Bicycle Corporation's benefits plans covered 2,281 active participants in 2025, providing life · long-term disability · death benefits. Insurance premiums totaled $1,134,638. Insurance brokers and agents were paid $184,131 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 16.2% of premiums. That is $81 per covered person, below the median for employer plans that report broker pay. Broker pay fell 37% from $292,444 in 2024.

Insurance contracts · 20255
DELTA DENTAL OF WISCONSIN · dental$848K · 1,075 covered
DELTA DENTAL OF WISCONSIN · dental$286K · 282 covered
UNITEDHEALTHCARE STOP LOSS-UNITED HEALTH · stop-losspremiums n/a · 1,510 covered
HARTFORD LIFE AND ACCIDENTpremiums n/a · 346 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 2,281 covered
Brokers & agents paid · 20252
WATCHTOWER BENEFITS, LLC$11,973 · incl $11,973 fees
Also brokered by M3 Insurance Solutions Inc5
Stella & Chewy's WI$180,206

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 391237359 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.