Plan Ledger DOL Form 5500 · updated monthly

Zimmerman Associates, Inc.benefits

Zimmerman Associates, Inc. Welfare Benefit Plan · FAIRFAX, VA · plan year 2025

Broker compensation reported · 2025
$193,192

Zimmerman Associates, Inc.'s benefits plans covered 357 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $2,230,751. Insurance brokers and agents were paid $193,192 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 8.7% of premiums. That is $541 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 4.2% from $185,447 in 2024.

Insurance contracts · 20254
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug dental$2.2M · 339 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 298 covered
AETNA BEHAVIORAL HEALTH, LLCpremiums n/a · 550 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 357 covered
Brokers & agents paid · 20254
USI INSURANCE SERVICES LLC$130,431 · incl $3,744 fees
KELLY & ASSOCIATES INS GROUP INC$45,634 · incl $45,634 fees
KELLY & ASSOCIATES INSURANCE GROUP$11,727 · incl $11,727 fees
KELLY & ASSOCIATES INS GROUP, INC$5,400
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 620995602 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.