Oakwood Village University Woods Homes, Inc. (ovuwh)
Updated Filing received by DOL a plan year 2025 filing was received July 9, 2026 for 1 of this employer's 2 plans; this record moves to 2025 when all have arrived
Oakwood Village University Woods Homes, Inc. (ovuwh), a healthcare & social assistance employer in Madison, Wisconsin, reported 430 participants in its health and welfare plans for plan year 2024. Its Form 5500 shows 5 insurance contracts with no premium reported and $48,709 in broker commissions and fees. The plan is self-funded (the employer pays claims itself). The Department of Labor received an amended filing on July 9, 2026; the original filing date is not in the public dataset.
Who was paid on Oakwood Village University Woods Homes, Inc. (ovuwh)'s plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Oakwood Village University Woods Homes, Inc. (ovuwh) filed for 2024.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| Ukg · Atlanta, GA | $3,571 | $2,846 | $6,417 | 3 |
| Watchtower Technologies · Chicago, IL | $0 | $2,994 | $2,994 | 3 |
| Gis Benefits Inc · Morris, IL | $0 | $592 | $592 | 1 |
| Plansource Benefits Administration · Orlando, FL | $238 | $0 | $238 | 1 |
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 · coverage | Covered | Premium | Broker pay | Rate |
|---|---|---|---|---|
| Lincoln National Life Insurance Companylife | 414 | — | $11,374 | — |
| Metropolitan Life Insurance Companyvision | 335 | — | $8,093 | — |
| Lincoln National Life Insurance Companylong-term disability | 417 | — | $14,457 | — |
| Lincoln National Life Insurance Companyshort-term disability | 143 | — | $14,785 | — |
| Quartz Health Benefit Plans Corporationprescription drug, HMO, PPO | 394 | — | — | — |
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 Oakwood Village University Woods Homes, Inc. (ovuwh) 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
| 2023 | 2024 | Change | |
|---|---|---|---|
| Participants | 366 | 430 | +17.5% |
| Premiums filed | $0 | $0 | — |
| Broker commissions + fees | $55,243 | $48,709 | −11.8% |
| 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.
| Plan | Plan year end | Received by DOL | Timing | Participants |
|---|---|---|---|---|
| Oakwood Village University Woods Homes, Inc. Health and Welfare Plan#508 · amended · insurance, general assets | December 31, 2024 | July 9, 2026 | amended filing; original date not in data | 430 |
| Oakwood Village Health Reimbursement Plan#501 · general assets | December 31, 2024 | June 6, 2025 | before deadline | 240 |
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 Oakwood Village University Woods Homes, Inc. (ovuwh) pay in health insurance broker commissions in 2024?
Oakwood Village University Woods Homes, Inc. (ovuwh)'s 2024 Form 5500 reports $48,709 in broker commissions and fees across 5 insurance contracts ($35,047 in commissions, $13,662 in fees), with Ukg receiving the largest share.
Is Oakwood Village University Woods Homes, Inc. (ovuwh)'s health plan self-funded or fully insured?
The 2024 filing indicates the plan is self-funded (the employer pays claims itself).
How does Oakwood Village University Woods Homes, Inc. (ovuwh)'s broker compensation compare with similar employers?
A commission-to-premium ratio cannot be computed for Oakwood Village University Woods Homes, Inc. (ovuwh) 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.