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

Interwell Health Partners, Inc.

Healthcare & social assistance · Boston, Massachusetts · EIN ending 7503

Updated Filing received by DOL

Interwell Health Partners, Inc., a healthcare & social assistance employer in Boston, Massachusetts, reported 517 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows 7 insurance contracts with no premium reported and $95,008 in broker commissions and fees. The plan is a mix of insured and self-funded coverage. The Department of Labor received an amended filing on September 15, 2025; the original filing date is not in the public dataset.

Participants
517
+17.0% vs 2023
Premiums filed
none
premium not reported on 1 medical contract
Broker commissions + fees
$95,008
+52.8% vs 2023
Commission rate
n/a
needs insured medical premium

Who was paid on Interwell Health Partners, 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 Interwell Health Partners, Inc. filed for 2024.

Broker or agentCommissionsFeesTotalContracts
Lockton · Kansas City, MO$18,777$74,945$93,72211
Thomas Owens · Wichita, KS$757$0$7571
Dorsey & Associates Inc · Cumming, GA$397$0$3971
Thompson Success Partners Inc · Matlacha, FL$66$0$661

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
Spring Healthcoverage not coded665———
Pre-Paid Legal Services Inc dba Legalshieldcoverage not coded28—$5,786—
United of Omaha Life Insurance Companylong-term disability684—$16,611—
United of Omaha Life Insurance Companylife676—$12,829—
United of Omaha Life Insurance Companyshort-term disability675—$15,416—
United of Omaha Life Insurance Companylife287—$25,881—
Unitedhealthcare Insurance Companyhealth, dental, vision1,332—$18,485—

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 Interwell Health Partners, 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
Interwell Health Partners, Inc.
$95,008
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

$62,160$95,008Broker pay20232024
Interwell Health Partners, Inc.: premiums and broker commissions + fees, 2023 vs 2024
20232024Change
Participants442517+17.0%
Premiums filed$0$0not comparable
Broker commissions + fees$62,160$95,008+52.8%
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
Interwell Health Welfare Benefit Plan#501 · amended · insurance, general assetsDecember 31, 2024September 15, 2025amended filing; original date not in data517

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 Interwell Health Partners, Inc. pay in health insurance broker commissions in 2024?

Interwell Health Partners, Inc.'s 2024 Form 5500 reports $95,008 in broker commissions and fees across 7 insurance contracts ($20,063 in commissions, $74,945 in fees), with Lockton receiving the largest share.

Is Interwell Health Partners, Inc.'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 Unitedhealthcare Insurance Company.

How does Interwell Health Partners, Inc.'s broker compensation compare with similar employers?

A commission-to-premium ratio cannot be computed for Interwell Health Partners, Inc. because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 500-999 participants that disclosed broker pay reported a median of $104,902.

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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.