Plan Ledger DOL Form 5500 · updated monthly

Valuation Research Corporationbenefits

Valuation Research Corporation Welfare Benefit Plan · MILWAUKEE, WI · plan year 2024

Broker compensation reported · 2024
$90,293

Valuation Research Corporation's benefits plans covered 252 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $147,761. Insurance brokers and agents were paid $90,293 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 61.1% of premiums. That is $358 per covered person, above the median for employer plans that report broker pay. Broker pay rose 4.6% from $86,328 in 2023.

Insurance contracts · 20245
DELTA DENTAL OF WISCONSIN · dental$148K · 197 covered
BLUE CROSS BLUE SHIELD OF WISCONSIN · health drug vision ppopremiums n/a · 421 covered
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 181 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 19 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 252 covered
Brokers & agents paid · 20245
WARNER PACIFIC INSURANCE SVCS, INC.$4,737
Also brokered by Brown & Brown5
Srm Concrete, LLC TN$1,315,284

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 391214928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.