Matrix Design Group, Inc.
Updated Filing received by DOL
Matrix Design Group, Inc., a professional & technical services employer in Colorado Springs, Colorado, reported 206 participants in its health and welfare plan for plan year 2025. Its Form 5500 shows 6 insurance contracts with no premium reported and $111,872 in broker commissions and fees. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on June 22, 2026, before the deadline.
Who was paid on Matrix Design Group, 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 Matrix Design Group, Inc. filed for 2025.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| Gallagher · Rolling Meadows, IL | $96,263 | $6,738 | $103,001 | 7 |
| James R. Nelligan Associates, LLC · Wall Township, NJ | $7,893 | $0 | $7,893 | 1 |
| Centerstone Insurance and Fin SVCS · Dallas, TX | $977 | $0 | $977 | 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 |
|---|---|---|---|---|
| Vision Service Planvision | 164 | — | $2,215 | — |
| Unitedhealthcare Benefit Serviceshealth, prescription drug | 153 | — | $61,847 | — |
| Delta Dental of Coloradodental | 313 | — | $15,787 | — |
| Workers Assistance Program, Inc.coverage not coded | 223 | — | — | — |
| Unum Life Insurance Company of Americalife, short-term disability, long-term disability | 197 | — | $23,942 | — |
| Unum Insurance Companycoverage not coded | 98 | — | $8,081 | — |
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 Matrix Design Group, 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.
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
| 2024 | 2025 | Change | |
|---|---|---|---|
| Participants | 203 | 206 | +1.5% |
| Premiums filed | $151,238 | $0 | not comparable |
| Broker commissions + fees | $143,524 | $111,872 | −22.1% |
| 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.
| Plan | Plan year end | Received by DOL | Timing | Participants |
|---|---|---|---|---|
| Matrix Design Group Medical, Dental, Vision, Life, Ad&D, LTD and Eap Plan#501 · insurance, general assets | December 31, 2025 | June 22, 2026 | before deadline | 206 |
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 Matrix Design Group, Inc. pay in health insurance broker commissions in 2025?
Matrix Design Group, Inc.'s 2025 Form 5500 reports $111,872 in broker commissions and fees across 6 insurance contracts ($105,134 in commissions, $6,738 in fees), with Gallagher receiving the largest share.
Is Matrix Design Group, 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 Unitedhealthcare Benefit Services.
How does Matrix Design Group, Inc.'s broker compensation compare with similar employers?
A commission-to-premium ratio cannot be computed for Matrix Design Group, 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.
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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.