Plan Ledger DOL Form 5500 · updated monthly

Wolfe Clinic Invest Flexible Benefit Planbenefits

Wolfe Clinic Invest Flexible Benefit Plan · MARSHALLTOWN, IA · plan year 2023

Broker compensation reported · 2023
$132,008

Wolfe Clinic Invest Flexible Benefit Plan's benefits plan covered 557 active participants in 2023, providing health · life · dental · long-term disability. Insurance premiums totaled $4,622,188. Insurance brokers and agents were paid $132,008 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.9% of premiums. That is $237 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20238
WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA · health$4.6M · 411 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 549 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 328 covered
DELTA DENTAL · dentalpremiums n/a · 401 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 549 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 161 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 87 covered
Brokers & agents paid · 20232
HOLMES MURPHY AND ASSOCIATES LLC$118,573 · incl $15,212 fees
JENNON M CARUTH$13,435 · incl $1,631 fees
Also brokered by Holmes Murphy5
Conexon, LLC MO$563,048

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 420954581 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.