Plan Ledger DOL Form 5500 · updated monthly

William Penn Universitybenefits

William Penn University Health and Welfare Plan · OSKALOOSA, IA · plan year 2025

Broker compensation reported · 2025
$33,409

William Penn University's benefits plans covered 141 active participants in 2025, providing health · life · dental · short-term disability · long-term disability · other. Insurance premiums totaled $579,312. Insurance brokers and agents were paid $33,409 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.8% of premiums. That is $237 per covered person, above the median for employer plans that report broker pay. Broker pay rose 45% from $23,047 in 2024.

Insurance contracts · 20258
WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA · health drug hmo ppo$579K · 115 covered
WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA · health drug ppopremiums n/a · 24 covered
DELTA DENTAL OF IOWA · dentalpremiums n/a · 141 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 141 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 141 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 141 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 40 covered
WELLMARK HEALTH PLAN OF IOWA · health drug hmopremiums n/a · 91 covered
Brokers & agents paid · 20255
USI INSURANCE SERVICES LLC$18,051 · incl $6,235 fees
GIS BENEFITS INC$3,294 · incl $3,294 fees
IA SCHOOLS EMPL BENEFITS ASSOC$432 · incl $68 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 420707120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.