Wilmorite Management Group, LLC
Updated Filing received by DOL
Wilmorite Management Group, LLC, a construction employer in Rochester, New York, reported 129 participants in its health and welfare plan for plan year 2025. Its Form 5500 shows $2.3M in insurance premiums across 8 contracts and $105,071 in broker commissions and fees, 3.3% 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 June 11, 2026, before the deadline.
Who was paid on Wilmorite Management Group, LLC's plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Wilmorite Management Group, LLC filed for 2025.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| Brown & Brown · Rochester, NY | $90,847 | $3,437 | $94,284 | 12 |
| Strategic Non-Medical Sltns LLC · Boston, MA | $0 | $10,787 | $10,787 | 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 |
|---|---|---|---|---|
| Excellus Blue Cross Blue Shieldhealth, prescription drug | 162 | $2.3M | $77,461 | 3.3% |
| Lincoln Life & Annuity Company of New Yorkdental | 66 | — | $4,693 | — |
| Lincoln Life & Annuity Company of New Yorklong-term disability | 55 | — | $3,692 | — |
| Lincoln Life & Annuity Company of New Yorkshort-term disability | 58 | — | $13,571 | — |
| Lincoln Life & Annuity Company of New Yorklife | 125 | — | $2,881 | — |
| Lincoln Life & Annuity Company of New Yorklife | 20 | — | $1,896 | — |
| Eyemed Vision Carevision | 61 | — | $877 | — |
| Employee Network, Inc.coverage not coded | 140 | — | — | — |
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 Wilmorite Management Group, LLC 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: $14,418 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 | 128 | 129 | +0.8% |
| Premiums filed | $2,359,538 | $2,335,794 | −1.0% |
| Broker commissions + fees | $99,004 | $105,071 | +6.1% |
| Commission rate | 3.3% | 3.3% | +0.0 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 |
|---|---|---|---|---|
| Wilmorite Management Group, LLC Employee Benefits Plan#501 · insurance, general assets | December 31, 2025 | June 11, 2026 | before deadline | 129 |
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 Wilmorite Management Group, LLC pay in health insurance broker commissions in 2025?
Wilmorite Management Group, LLC's 2025 Form 5500 reports $105,071 in broker commissions and fees across 8 insurance contracts ($90,847 in commissions, $14,224 in fees), with Brown & Brown receiving the largest share.
Is Wilmorite Management Group, LLC'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 Excellus Blue Cross Blue Shield.
How does Wilmorite Management Group, LLC's broker compensation compare with similar employers?
Wilmorite Management Group, LLC paid 3.3% of medical premium in commissions and fees. The median for employers with 100-199 participants is 4.2%, and the median in New York is 3.7%. 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.