Plan Ledger DOL Form 5500 · updated monthly

Waltonen Engineeringbenefits

Waltonen Health and Welfare Plan · WARREN, MI · plan year 2025

Broker compensation reported · 2025
$121,443

Waltonen Engineering's benefits plans covered 157 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $121,443 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $774 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 4.0% from $126,523 in 2024.

Insurance contracts · 20252
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 276 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 124 covered
Brokers & agents paid · 20252
AFFILIATED AGENCIES LLC$107,457 · incl $75,614 fees
GIS BENEFITS INC$13,986 · incl $10,762 fees
Also brokered by Affiliated Agencies LLC5
Fernco, Inc. MI$134,796
Dspace, Inc. MI$74,905

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 383386211 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.