Plan Ledger DOL Form 5500 · updated monthly

William Grant & Sons, Inc.benefits

William Grant & Sons Employee Benefit Programs · EDISON, NJ · plan year 2025

Broker compensation reported · 2025
$76,423

William Grant & Sons, Inc.'s benefits plans covered 292 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $76,423 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $262 per covered person, above the median for employer plans that report broker pay. Broker pay rose 19% from $64,203 in 2024.

Insurance contracts · 20257
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 25 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 289 covered
PRINCIPAL LIFE INSURANCE COMPANY · lifepremiums n/a · 289 covered
VISION SERVICE PLAN · visionpremiums n/a · 287 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 292 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 170 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 287 covered
Brokers & agents paid · 20257
JAMES R. NELLIGAN & ASSOCIATES, LLC$27,233 · incl $13,059 fees
JAMES R NELLIGAN & ASSOCIATES LLC$5,341 · incl $1,012 fees
JAMES R. NELLIGAN & ASSOCIATES$5,006 · incl $5,006 fees
ONEGROUP NY INC$21,535
JAMES R. NELLIGAN ASSOCIATES, LLC$15,222 · incl $8,315 fees
ONEGROUP NY INC.$1,842
Also brokered by James R. Nelligan & Associates, LLC5
Anmed Health SC$105,521

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 221757718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.