Plan Ledger DOL Form 5500 · updated monthly

Ws Asset Management, Incbenefits

Ws Asset Management, Inc Welfare Benefit Plan · CHESTNUT HILL, MA · plan year 2025

Broker compensation reported · 2025
$169,064

Ws Asset Management, Inc's benefits plans covered 595 active participants in 2025, providing health · life · dental · short-term disability · long-term disability. Insurance brokers and agents were paid $169,064 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $284 per covered person, above the median for employer plans that report broker pay. Broker pay rose 30% from $129,708 in 2024.

Insurance contracts · 20253
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC · health dental visionpremiums n/a · 595 covered
UNITED OF OMAHA MUTUAL COMPANY · lifepremiums n/a · 369 covered
THE HARTFORD · life ltdpremiums n/a · 363 covered
Brokers & agents paid · 20253
BROWN & BROWN INSURANCE SERVICES$134,308 · incl $13,739 fees
INDIGO INSURANCE SERVICES LLC$29,035 · incl $29,035 fees
MICHAEL GIANNATTASIO$5,721
Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 042745768 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.