Plan Ledger DOL Form 5500 · updated monthly

US Orthopaedic Partnersbenefits

US Orthopaedic Partners' Health and Welfare Plans · JACKSON, MS · plan year 2025

Broker compensation reported · 2025
$298,267

US Orthopaedic Partners's benefits plans covered 164 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $298,267 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,819 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 48% from $570,576 in 2024.

Insurance contracts · 20253
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 1,588 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 1,281 covered
PROSPERITY LIFE GROUP · health drugpremiums n/a · 278 covered
Brokers & agents paid · 20254
LOCKTON COMPANIES, LLC$21,413 · incl $21,413 fees
MERCER HEALTH AND BENEFITS, LLC$234,824 · incl $17,472 fees
LOCKTON INSURANCE BROKERS, LLC$25,793 · incl $17,009 fees
MERCER HUMAN RESOURCE CONSULTING$16,237 · incl $16,237 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 852924718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.