Plan Ledger DOL Form 5500 · updated monthly

Ulmer & Berne LLPbenefits

Ulmer & Berne LLP Welfare Benefit Plan · CLEVELAND, OH · plan year 2024

Broker compensation reported · 2024
$56,919

Ulmer & Berne LLP's benefits plans covered 418 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $163,423. Insurance brokers and agents were paid $56,919 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 34.8% of premiums. That is $136 per covered person, below the median for employer plans that report broker pay. Broker pay fell 34% from $85,861 in 2023.

Insurance contracts · 20246
DELTA DENTAL OF OHIO · dental$163K · 364 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health visionpremiums n/a · 383 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 418 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 73 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 188 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 261 covered
Brokers & agents paid · 20247
CBIZ BENEFITS & INSURANCE SERVICES$38,450 · incl $33,356 fees
LPL FINANCIAL CORPORATION$5,354
LOCKTON INVESTMENT SECURITIES LLC$3,582 · incl $254 fees
OSWALD COMPANIES$2,250
WILLIAM BEAR$1,017
CHARLES L CRANE AGENCY CO$3,157
Also brokered by Cbiz5
Tumi, Inc. NJ$1,238,886
V2X Inc. CO$941,238

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 340756436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.