Plan Ledger DOL Form 5500 · updated monthly

Worksmart Systems, Inc.benefits

Worksmart Systems, Inc. Health Benefits Plan · INDIANAPOLIS, IN · plan year 2025

Broker compensation reported · 2025
$1,687,663

Worksmart Systems, Inc.'s benefits plans covered 10,616 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $1,687,663 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $159 per covered person, below the median for employer plans that report broker pay. Broker pay was essentially unchanged from 2024.

Insurance contracts · 20258
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 16,411 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 2,949 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 1,989 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 2,113 covered
UNITED HEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 563 covered
METROPOLITAN GENERAL INSURANCE PLANpremiums n/a · 937 covered
HEALTH AND HUMAN RESOURCE CENTERpremiums n/a · 14 covered
ANTHEM INSURANCE COMPANY · stop-losspremiums n/a · 6,973 covered
Brokers & agents paid · 20255
WHARTON INSURANCE & FINANCIAL SERV.$1,228,749 · incl $55,838 fees
PHRI LLC$136,305 · incl $136,305 fees
WHARTON INSURANCE & FINANCIAL SERV$261,121 · incl $12,295 fees
WHARTON INSURANCE$61,475
ROGERS BENEFIT GROUP, INC.$13

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 352060071 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.