Plan Ledger DOL Form 5500 · updated monthly

Vintage Wine Distributor, Inc.benefits

Vintage Wine Distributor, Inc. Health and Welfare Plan · SOLON, OH · plan year 2025

Broker compensation reported · 2025
$56,782

Vintage Wine Distributor, Inc.'s benefits plans covered 121 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $56,782 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $469 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 8.9% from $62,320 in 2024.

Insurance contracts · 20254
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dental ppopremiums n/a · 109 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 2 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 121 covered
Brokers & agents paid · 20252
USI INSURANCE SERVICES LLC$56,522 · incl $5,772 fees
CGI VOLUNTARY BENEFITS, INC.$260
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 341103501 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.