Plan Ledger DOL Form 5500 · updated monthly

Valley Express, LLCbenefits

Valley Express LLC and Straight Shot Express LLC Health and Welfare Benefit Plan · OSHKOSH, WI · plan year 2025

Broker compensation reported · 2025
$111,964

Valley Express, LLC's benefits plans covered 175 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $94,528. Insurance brokers and agents were paid $111,964 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 118.4% of premiums. That is $640 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 2.1% from $109,662 in 2024.

Insurance contracts · 20255
DELTA DENTAL OF WISCONSIN · dental$95K · 162 covered
AMERICAN UNITED LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 175 covered
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 141 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 161 covered
UNUM INSURANCE COMPANYpremiums n/a · 101 covered
Brokers & agents paid · 20256
USI INSURANCE SERVICES LLC$107,351 · incl $54,759 fees
MEGAN R. SILVERMAN$2,060 · incl $193 fees
DAVID MCCLELLAN$1,710
5G BENEFITS, LLC$833 · incl $32 fees
5G BENEFITS LLC$6
Individual agent · names withheld$4

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 Usi5
Adapthealth, LLC PA$827,688

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 391907049 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.