Plan Ledger DOL Form 5500 · updated monthly

Vertex Education, LLCbenefits

Vertex Education, LLC Health and Welfare Plan · CHANDLER, AZ · plan year 2025

Broker compensation reported · 2025
$219,198

Vertex Education, LLC's benefits plans covered 362 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $219,198 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $606 per covered person, in the top quarter of employer plans that report broker pay. Brokers were paid 6.5x the $33,888 reported for 2024.

Insurance contracts · 20257
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dentalpremiums n/a · 423 covered
VISION SERVICE PLAN · visionpremiums n/a · 302 covered
CURALINC, LLC, DBA CURALINC HEALTHCAREpremiums n/a · 392 covered
KAISER FOUNDATION HEALTH PLAN INC · health drugpremiums n/a · 13 covered
KAISER FOUNDATION HEALTH PLAN INC · health drugpremiums n/a · 14 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 363 covered
Brokers & agents paid · 20254
MARSH AND MCLENNAN AGENCY, LLC$182,315 · incl $12,942 fees
MARSH AND MCLENNAN AGENCY$36,623 · incl $10,706 fees
L-K MARKETING GROUP, LLC$65
Individual agent · names withheld$195

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 Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 455589598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.