Plan Ledger DOL Form 5500 · updated monthly

Wheeler Trigg O'Donnell LLPbenefits

Wheeler Trigg O'Donnell LLP Employee Benefits Plan · DENVER, CO · plan year 2025

Broker compensation reported · 2025
$126,364

Wheeler Trigg O'Donnell LLP's benefits plans covered 224 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $126,364 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $564 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 17% from $108,280 in 2024.

Insurance contracts · 20254
VISION SERVICE PLAN · visionpremiums n/a · 157 covered
MINES & ASSOCIATES, INC.premiums n/a · 199 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 218 covered
Brokers & agents paid · 20255
JAMES R. NELLIGAN & ASSOCIATES$26,169 · incl $26,169 fees
USI INSURANCE SERVICES LLC$98,677 · incl $14,188 fees
M. FINANCIAL HOLDINGS, INC.$791 · incl $791 fees
FINANCIAL DESIGNS LTD$713
Individual agent · names withheld$14

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 James R. Nelligan & Associates5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 200697269 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.