Plan Ledger DOL Form 5500 · updated monthly

Westward 360 Association Managementbenefits

WESTWARD360 Association Management Health and Welfare Plan · CHICAGO, IL · plan year 2025

Broker compensation reported · 2025
$72,414

Westward 360 Association Management's benefits plan covered 202 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $72,414 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $358 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20253
BLUECROSS BLUESHIELD OF ILLINOIS · health drug dental hmo ppopremiums n/a · 183 covered
DEARBORN LIFE INSURANCE COMPANY · visionpremiums n/a · 89 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 202 covered
Brokers & agents paid · 20253
THE BALDWIN GROUP SOUTHEAST LLC$9,000 · incl $9,000 fees
RESOURCE BROKERAGE, LLC$375 · incl $375 fees
Also brokered by The Baldwin Group Southeast, LLC5
Forward Air, LLC TX$470,239
Fiberlight, LLC TX$171,469

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 332381018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.