Plan Ledger DOL Form 5500 · updated monthly

Waterford Research Institutebenefits

Waterford Research Institute Benefits Plan · WEST JORDAN, UT · plan year 2025

Broker compensation reported · 2025
$35,200

Waterford Research Institute's benefits plans covered 166 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $35,200 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $212 per covered person, above the median for employer plans that report broker pay. Broker pay fell 30% from $50,476 in 2024.

Insurance contracts · 20257
UNITEDHEALTHCARE INSURANCE COMPANY · health vision ppopremiums n/a · 389 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 176 covered
ALL ONE HEALTH (FKA ACI)premiums n/a · 295 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 166 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 61 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 166 covered
Brokers & agents paid · 20254
MERCER HEALTH AND BENEFITS, LLC$22,429 · incl $4,022 fees
D ANN DABELL$1,500
2 individual agents · names withheld$80

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 Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 510202349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.