BenefitsLedger
Employer health plan record · Plan year 2024 · Form 5500

Executive Director, Inc.

Professional & technical services · Milwaukee, Wisconsin · EIN ending 2016

Updated Filing received by DOL

Executive Director, Inc., a professional & technical services employer in Milwaukee, Wisconsin, reported 322 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows $83,221 in insurance premiums across 5 contracts and $109,371 in broker commissions and fees. The plan is fully insured (an insurance carrier pays claims). The Department of Labor received the filing on December 14, 2025, before the deadline.

Participants
322
+7.7% vs 2023
Premiums filed
$83,221
premium not reported on 1 medical contract
Broker commissions + fees
$109,371
+0.3% vs 2023
Commission rate
n/a
needs insured medical premium

Who was paid on Executive Director, Inc.'s plan

Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Executive Director, Inc. filed for 2024.

Broker or agentCommissionsFeesTotalContracts
Willis Towers Watson · Milwaukee, WI$91,557$953$92,5104
Wllis Towers Watson Midwest Inc · Milwaukee, WI$9,767$0$9,7671
Various Agents-See Attachment · Milwaukee, WI$5,712$1,382$7,0941

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 · coverageCoveredPremiumBroker payRate
Northwestern Mutuallong-term disability261$83,221$7,0948.5%
Unitedhealthcare Insurance Companydental, vision410—$12,956—
Unitedhealthcare Insurance Companycoverage not coded158—$7,176—
Blue Cross Blue Shield of Wisconsinhealth, prescription drug, PPO245—$71,425—
Sun Life Assurance Company of Canadalife, short-term disability311—$10,720—

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 Executive Director, Inc. 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
Executive Director, Inc.
$109,371
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

$74,000$83,221Premiums$108,992$109,371Broker pay20232024
Executive Director, Inc.: premiums and broker commissions + fees, 2023 vs 2024
20232024Change
Participants299322+7.7%
Premiums filed$74,000$83,221not comparable
Broker commissions + fees$108,992$109,371+0.3%
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.

PlanPlan year endReceived by DOLTimingParticipants
Executive Director Inc Health and Welfare Benefit Plan#501 · insuranceMay 31, 2025December 14, 2025before deadline322

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 Executive Director, Inc. pay in health insurance broker commissions in 2024?

Executive Director, Inc.'s 2024 Form 5500 reports $109,371 in broker commissions and fees across 5 insurance contracts ($107,036 in commissions, $2,335 in fees), with Willis Towers Watson receiving the largest share.

Is Executive Director, Inc.'s health plan self-funded or fully insured?

The 2024 filing indicates the plan is fully insured (an insurance carrier pays claims). Medical coverage is written by Blue Cross Blue Shield of Wisconsin.

How does Executive Director, Inc.'s broker compensation compare with similar employers?

A commission-to-premium ratio cannot be computed for Executive Director, Inc. because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 200-499 participants that disclosed broker pay reported a median of $77,013.

Get the full write-up

Send the full findings to your inbox.

A specialist writes up every finding for Executive Director, Inc. with the methodology and public-source citations, in a form you can forward to your CFO or counsel. Tick the box if you also want a 15-minute walkthrough call.

We don't sell your email. By submitting, you agree that BenefitsLedger and its benefits advisory partner, WellthCare, may email or call you about these findings. Opt out anytime by replying. See our privacy policy.

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.