Logicsource, Inc
Updated Filing received by DOL
Logicsource, Inc, a professional & technical services employer in Westport, Connecticut, reported 345 participants in its health and welfare plan for plan year 2025. Its Form 5500 shows $3.6M in insurance premiums across 4 contracts and $168,506 in broker commissions and fees, 3.7% of medical premium against a national median of 3.8% among plans that paid commissions in plan year 2024. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on August 18, 2026, within the extension window.
Who was paid on Logicsource, 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 Logicsource, Inc filed for 2025.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| USI Insurance Services · Virginia Beach, VA | $28,261 | $134,329 | $162,590 | 4 |
| Brian William Patten · Baden, PA | $1,748 | $0 | $1,748 | 1 |
| Ryan James Clepper · Gardner, MA | $1,441 | $0 | $1,441 | 1 |
| Daniel C Harris · Mars, PA | $1,009 | $0 | $1,009 | 1 |
| Heather M Bartley · Wexford, PA | $981 | $0 | $981 | 1 |
| Benedikt Nicholas Mason · Westford, MA | $452 | $0 | $452 | 1 |
| Liz Corio · Cold Springs, NY | $285 | $0 | $285 | 1 |
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 · coverage | Covered | Premium | Broker pay | Rate |
|---|---|---|---|---|
| Cigna Health and Life Insurance Companyhealth, prescription drug | 497 | $3.6M | $132,354 | 3.7% |
| Continental American Insurance Companylife | 61 | — | $13,466 | — |
| Cigna Health and Life Insurance Company and Affiliatesdental, vision | 330 | — | $20,711 | — |
| United of Omaha Life Insurance Companylife, short-term disability, long-term disability | 378 | — | $1,975 | — |
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 Logicsource, 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.
Premium per covered person on medical contracts: $7,240 a year (national median $7,274).
Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.
Year over year
| 2024 | 2025 | Change | |
|---|---|---|---|
| Participants | 305 | 345 | +13.1% |
| Premiums filed | $3,300,154 | $3,598,255 | +9.0% |
| Broker commissions + fees | $133,648 | $168,506 | +26.1% |
| Commission rate | 2.8% | 3.7% | +0.9 pts |
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.
| Plan | Plan year end | Received by DOL | Timing | Participants |
|---|---|---|---|---|
| Logicsource Employee Benefit Plan#501 · insurance, general assets | December 31, 2025 | August 18, 2026 | within extension | 345 |
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 Logicsource, Inc pay in health insurance broker commissions in 2025?
Logicsource, Inc's 2025 Form 5500 reports $168,506 in broker commissions and fees across 4 insurance contracts ($34,177 in commissions, $134,329 in fees), with USI Insurance Services receiving the largest share.
Is Logicsource, Inc'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 Cigna Health and Life Insurance Company.
How does Logicsource, Inc's broker compensation compare with similar employers?
Logicsource, Inc paid 3.7% of medical premium in commissions and fees. The median for employers with 200-499 participants is 3.6%, and the median in Connecticut is 6.0%. Percentages are computed only on fully insured medical contracts with filed premiums.
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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.