Plan Ledger DOL Form 5500 · updated monthly

Yeo & Yeo, P.C.benefits

Yeo & Yeo P.C. Welfare Benefit Plan · SAGINAW, MI · plan year 2025

Previously filed as Yeo & Yeo, P C. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$269,336

Yeo & Yeo, P.C.'s benefits plans covered 251 active participants in 2025, providing health · dental · vision. Insurance premiums totaled $491,916. Insurance brokers and agents were paid $269,336 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 54.8% of premiums. That is $1,073 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 1.7% from $264,777 in 2024.

Insurance contracts · 20254
BLUE CROSS BLUE SHIELD OF MICHIGAN · health drug stop-loss$313K · 425 covered
DELTA DENTAL OF MICHIGAN · dental$153K · 380 covered
BLUE CROSS BLUE SHIELD OF MICHIGAN · vision ppo$25K · 363 covered
AMERICAN UNITED LIFE INSURANCE COMPANY · life ltdpremiums n/a · 248 covered
Brokers & agents paid · 20254
BLUE CROSS BLUE SHIELD OF MICHIGAN$198,138 · incl $198,138 fees
ROBERT J DOTSON JR$58,236 · incl $28,036 fees
SAGINAW UNDERWRITERS INC$7,934
SAGINAW BAY UNDERWRITERS$5,028 · incl $2,514 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 382706146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.