Plan Ledger DOL Form 5500 · updated monthly

Worcester Investmentsbenefits

Worcester Investments Benefit Plan · KANSAS CITYQ, MO · plan year 2025

Broker compensation reported · 2025
$20,967

Worcester Investments's benefits plan covered 108 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $20,967 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $194 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20252
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · vision life std ltdpremiums n/a · 108 covered
DELTA DENTAL OF MISSOURI · dentalpremiums n/a · 157 covered
Brokers & agents paid · 20256
BUKATY COMPANIES INC$6,530 · incl $4,902 fees
BUKATY COMPANIES LLC$950 · incl $123 fees
WATCH TOWER BENEFITS LLC$175
TECHSOURCE INC$48
Also brokered by HUB International5
Rfe/Rl, Inc. DC$1,044,707

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 270602137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.