Plan Ledger DOL Form 5500 · updated monthly

Ultimate Home Services, LLCbenefits

Ultimate Home Services, LLC Comprehensive Health and Welfare Benefit Plan · WORTHINGTON, OH · plan year 2023

Broker compensation reported · 2023
$71,478

Ultimate Home Services, LLC's benefits plan covered 175 active participants in 2023, providing health · life · dental · vision · death benefits · other. Insurance premiums totaled $72,985. Insurance brokers and agents were paid $71,478 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 97.9% of premiums. That is $408 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20235
DELTA DENTAL OF OHIO · dental$73K · 261 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · lifepremiums n/a · 175 covered
AFLACpremiums n/a · 21 covered
VISION SERVICE PLAN · visionpremiums n/a · 109 covered
COMMUNITY INSURANCE COMPANY · health drug ppopremiums n/a · 213 covered
Brokers & agents paid · 20236
LOCKTON COMPANIES, LLC$68,291 · incl $183 fees
MELISSA A. MICKLEY$1,443 · incl $28 fees
MICKLEY CONSULTING, LLC$691
JAMES A. BURRESS AND OTHER AGENTS$336
HUNTINGTON INSURANCE, INC.$305
3 individual agents · names withheld$412

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Lockton5
Banner Health AZ$2,557,307

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 263323700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.