BenefitsLedger
Employer health plan record · Plan year 2025 (latest filing) · Form 5500

Boll & Branch LLC

Professional & technical services · Summit, New Jersey · EIN ending 8196

Updated Filing received by DOL

Boll & Branch LLC, a professional & technical services employer in Summit, New Jersey, reported 162 participants in its health and welfare plan for plan year 2025. Its Form 5500 shows 2 insurance contracts with no premium reported and $171,055 in broker commissions and fees. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on May 7, 2026, before the deadline.

Participants
162
+18.2% vs 2024
Premiums filed
none
premium not reported on 1 medical contract
Broker commissions + fees
$171,055
+33.3% vs 2024
Commission rate
n/a
needs insured medical premium

Who was paid on Boll & Branch LLC's plan

Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Boll & Branch LLC filed for 2025.

Broker or agentCommissionsFeesTotalContracts
World Insurance Associates · Iselin, NJ$105,002$0$105,0021
Fna Insurance Services, Inc. · Berkeley Heights, NJ$63,593$2,460$66,0532

Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2025, as published in EBSA's 2025 "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 · coverageCoveredPremiumBroker payRate
The Guardian Life Insurance Company of Americadental, vision, life, short-term disability, long-term disability175—$43,680—
Unitedhealthcare Insurance Companyhealth, prescription drug88—$127,375—

Source: DOL Form 5500 Schedule A, plan year 2025. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.

How Boll & Branch LLC 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.

Broker commissions + fees, dollars
Boll & Branch LLC
$171,055
Commission rate, % of medical premium

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

$128,303$171,055Broker pay20242025
Boll & Branch LLC: premiums and broker commissions + fees, 2024 vs 2025
20242025Change
Participants137162+18.2%
Premiums filed$0$0not comparable
Broker commissions + fees$128,303$171,055+33.3%
Commission rate———

Source: DOL Form 5500 filings for plan years 2024 and 2025.

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.

PlanPlan year endReceived by DOLTimingParticipants
Boll & Branch Health & Welfare Plan#501 · insurance, general assetsDecember 31, 2025May 7, 2026before deadline162

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 Boll & Branch LLC pay in health insurance broker commissions in 2025?

Boll & Branch LLC's 2025 Form 5500 reports $171,055 in broker commissions and fees across 2 insurance contracts ($168,595 in commissions, $2,460 in fees), with World Insurance Associates receiving the largest share.

Is Boll & Branch LLC's health plan self-funded or fully insured?

The 2025 filing indicates the plan is a mix of insured and self-funded coverage. Medical coverage is written by Unitedhealthcare Insurance Company.

How does Boll & Branch LLC's broker compensation compare with similar employers?

A commission-to-premium ratio cannot be computed for Boll & Branch LLC because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 100-199 participants that disclosed broker pay reported a median of $53,852.

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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.