Baker Tilly Advisory Group, LP
Updated Filing received by DOL
Baker Tilly Advisory Group, LP, a professional & technical services employer in Chicago, Illinois, reported 6,750 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows $4.1M in insurance premiums across 12 contracts and $344,402 in broker commissions and fees. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on July 30, 2025, before the deadline.
Who was paid on Baker Tilly Advisory Group, LP's plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Baker Tilly Advisory Group, LP filed for 2024.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| Aon · Chicago, IL | $158,271 | $29,872 | $188,143 | 6 |
| Baker Tilly Vantagen, LLC · Clarks Summit, PA | $156,259 | $0 | $156,259 | 2 |
Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2024, as published in EBSA's 2024 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.
Insurance contracts and carriers
Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.
| Carrier · coverage | Covered | Premium | Broker pay | Rate |
|---|---|---|---|---|
| Delta Dental of Wisconsindental | 5,558 | $4.1M | — | — |
| Quartz Health Benefit Plans Corporationhealth, prescription drug, HMO | 261 | — | — | — |
| Reliance Standard Life Insurance Companycoverage not coded | 2,299 | — | $10,688 | — |
| Wyssta Insurance Company Incvision | 4,997 | — | — | — |
| Reliance Standard Life Insurance Companylife | 6,537 | — | $10,587 | — |
| Kaiser Foundation Health Plan, Inchealth, prescription drug, HMO | 7 | — | — | — |
| Kaiser Foundation Health Plan Inchealth, prescription drug, HMO | 318 | — | $106,322 | — |
| Kaiser Foundation Health Plan Inchealth, prescription drug, HMO | 149 | — | $49,937 | — |
| Dean Health Planhealth, prescription drug, HMO | 262 | — | $23,928 | — |
| Reliance Standard Life Insurance Companylife | 1,175 | — | $88,338 | — |
| Reliance Standard Life Insurance Companylong-term disability | 6,420 | — | $11,580 | — |
| Reliance Standard Life Insurance Companycoverage not coded | 713 | — | $43,022 | — |
Source: DOL Form 5500 Schedule A, plan year 2024. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.
How Baker Tilly Advisory Group, LP compares
Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.
Not computable: no insured medical premium on the filing.
Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.
Year over year
| 2023 | 2024 | Change | |
|---|---|---|---|
| Participants | 6,619 | 6,750 | +2.0% |
| Premiums filed | $3,839,964 | $4,094,635 | not comparable |
| Broker commissions + fees | $342,526 | $344,402 | +0.5% |
| Commission rate | — | — | — |
Source: DOL Form 5500 filings for plan years 2023 and 2024.
Filings and timeliness
Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.
| Plan | Plan year end | Received by DOL | Timing | Participants |
|---|---|---|---|---|
| Baker Tilly Group Insurance Plan#501 · insurance, general assets | December 31, 2024 | July 30, 2025 | before deadline | 6,750 |
Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.
How much did Baker Tilly Advisory Group, LP pay in health insurance broker commissions in 2024?
Baker Tilly Advisory Group, LP's 2024 Form 5500 reports $344,402 in broker commissions and fees across 12 insurance contracts ($314,530 in commissions, $29,872 in fees), with Aon receiving the largest share.
Is Baker Tilly Advisory Group, LP's health plan self-funded or fully insured?
The 2024 filing indicates the plan is a mix of insured and self-funded coverage. Medical coverage is written by Quartz Health Benefit Plans Corporation, Kaiser Foundation Health Plan, Inc, Kaiser Foundation Health Plan Inc.
How does Baker Tilly Advisory Group, LP's broker compensation compare with similar employers?
A commission-to-premium ratio cannot be computed for Baker Tilly Advisory Group, LP because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 5,000+ participants that disclosed broker pay reported a median of $458,262.
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Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.