Plan Ledger DOL Form 5500 · updated monthly

Wolfe Clinic, P.C.benefits

Wolfe Clinic Invest Flexible Benefit Plan · MARHALLTOWN, IA · plan year 2025

Broker compensation reported · 2025
$133,564

Wolfe Clinic, P.C.'s benefits plans covered 452 active participants in 2025, providing health · life · dental · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $5,094,505. Insurance brokers and agents were paid $133,564 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.6% of premiums. That is $295 per covered person, above the median for employer plans that report broker pay. Broker pay rose 1.8% from $131,219 in 2024.

Insurance contracts · 20252
WELLMARK HEALTH PLAN OF IOWA, INC. · health$4.7M · 348 covered
STANDARD INSURANCE COMPANY · life std ltd$397K · 452 covered
Brokers & agents paid · 20254
HOLMES MURPHY AND ASSOCIATES LLC$69,248 · incl $1,379 fees
N/A$31,968
AVANT SPECIALTY BENEFITS LLC$30,709 · incl $15,826 fees
Also brokered by Holmes Murphy5
Winstead PC TX$242,277

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 420954581 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.