Plan Ledger DOL Form 5500 · updated monthly

Willis Custom Yachts LLCbenefits

Willis Custom Yachts Welfare Benefits Plan · STUART, FL · plan year 2025

Broker compensation reported · 2025
$26,282

Willis Custom Yachts LLC's benefits plans covered 122 active participants in 2025, providing life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $26,282 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $215 per covered person, above the median for employer plans that report broker pay. Broker pay fell 24% from $34,458 in 2024.

Insurance contracts · 20257
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 51 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dentalpremiums n/a · 80 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 126 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 24 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 126 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · visionpremiums n/a · 68 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 41 covered
Brokers & agents paid · 20252
WHIPPLE & COMPANY$24,653
NATIONAL BENEFIT CENTER$1,629 · incl $1,629 fees
Also brokered by Whipple & Company1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 862030031 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.