Rotary Corporation
Updated Filing received by DOL
Rotary Corporation, a manufacturing — metal, equipment, transportation employer in Glennville, Georgia, reported 306 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows 5 insurance contracts with no premium reported and $74,648 in broker commissions and fees. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on July 21, 2026, within the extension window.
Who was paid on Rotary Corporation's plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Rotary Corporation filed for 2024.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| Insurance Office of America · Longwood, FL | $60,018 | $6,518 | $66,536 | 6 |
| Voluntary Benefits at Work · Marietta, GA | $3,744 | $0 | $3,744 | 3 |
| VBW Insurance Services, Inc. · Marietta, GA | $2,715 | $0 | $2,715 | 1 |
| Jeffrey Vanterpool · Saddle Brook, NJ | $864 | $0 | $864 | 1 |
| Brian D Ely · Santa Rosa Beach, FL | $789 | $0 | $789 | 3 |
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 |
|---|---|---|---|---|
| Trustmark Insurance Companyhealth | 89 | — | $6,448 | — |
| Trustmark Insurance Companyshort-term disability | 111 | — | $3,134 | — |
| Trustmark Insurance Companylife | 74 | — | $3,773 | — |
| Continental American Insurance Companyhealth | 131 | — | $6,996 | — |
| Metropolitan Life Insurance Companydental, vision, life, long-term disability | 846 | — | $54,297 | — |
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 Rotary Corporation 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 | 325 | 306 | −5.8% |
| Premiums filed | $0 | $0 | not comparable |
| Broker commissions + fees | $81,779 | $74,648 | −8.7% |
| 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 |
|---|---|---|---|---|
| Rotary Corporation Flexible Benefits Plan#501 · insurance, general assets | October 31, 2025 | July 21, 2026 | within extension | 306 |
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 Rotary Corporation pay in health insurance broker commissions in 2024?
Rotary Corporation's 2024 Form 5500 reports $74,648 in broker commissions and fees across 5 insurance contracts ($68,130 in commissions, $6,518 in fees), with Insurance Office of America receiving the largest share.
Is Rotary Corporation'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 Trustmark Insurance Company, Continental American Insurance Company.
How does Rotary Corporation's broker compensation compare with similar employers?
A commission-to-premium ratio cannot be computed for Rotary Corporation 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.