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

Samaritan's Purse

Other services · Boone, North Carolina · EIN ending 7002

Updated Filing received by DOL

Samaritan's Purse, an other services employer in Boone, North Carolina, reported 1,442 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows 10 insurance contracts with no premium reported and $486,860 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 June 19, 2026; the original filing date is not in the public dataset.

Participants
1,442
+6.7% vs 2023
Premiums filed
none
premium not reported on 1 medical contract
Broker commissions + fees
$486,860
+17.4% vs 2023
Commission rate
n/a
needs insured medical premium

Who was paid on Samaritan's Purse's plan

Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Samaritan's Purse filed for 2024.

Broker or agentCommissionsFeesTotalContracts
Lockton · Dallas, TX$286,924$66,518$353,4425
Barbara W Deberry · Durham, NC$59,784$21,614$81,3982
Berry Net Off LLC · Raleigh, NC$11,712$11,513$23,2252
Umr, Inc · Wausau, WI$0$13,140$13,1401
William John Cooper · Asheville, NC$5,262$3,524$8,7862
Arthea Staeger Reed · Asheville, NC$3,274$926$4,2002
Jennifer Marlowe · Asheville, NC$352$989$1,3412
Richard Worrell LLC · Charlotte, NC$335$191$5261
Carole H Martin · Asheville, NC$57$308$3651
Donald Eugene Reed · Asheville, NC$26$312$3382
James G Huckabee · Durham, NC$8$91$991

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
Delaware American Life Insurance of Americalong-term disability248———
Life Insurance Company of North Americalong-term disability248———
Life Insurance Company of North Americacoverage not coded1,151———
Life Insurance Company of North Americalife1,488—$27,763—
Life Insurance Company of North Americalong-term disability1,496—$7,861—
Life Insurance Company of North Americacoverage not coded1,488—$894—
Northwestern Long Term Care Insurance Companycoverage not coded351—$119,250—
Northwestern Long Term Care Insurance Companycoverage not coded11—$1,028—
Sunlife Assurance Company of Canadastop-loss1,416—$205,479—
Unitedhealthcare Insurance Companyhealth617—$124,585—

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 Samaritan's Purse 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
Samaritan's Purse
$486,860
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

$414,607$486,860Broker pay20232024
Samaritan's Purse: premiums and broker commissions + fees, 2023 vs 2024
20232024Change
Participants1,3521,442+6.7%
Premiums filed$0$0not comparable
Broker commissions + fees$414,607$486,860+17.4%
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
Samaritan's Purse Welfare Benefits Plan#511 · amended · insurance, general assetsDecember 31, 2024June 19, 2026amended filing; original date not in data1,442

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 Samaritan's Purse pay in health insurance broker commissions in 2024?

Samaritan's Purse's 2024 Form 5500 reports $486,860 in broker commissions and fees across 10 insurance contracts ($367,734 in commissions, $119,126 in fees), with Lockton receiving the largest share.

Is Samaritan's Purse'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 Samaritan's Purse's broker compensation compare with similar employers?

A commission-to-premium ratio cannot be computed for Samaritan's Purse because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 1,000-4,999 participants that disclosed broker pay reported a median of $168,579.

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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.