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

Wood Real Estate Investors, LLC

Construction · Atlanta, Georgia · EIN ending 5765 · doing business as Wood Partners

Updated Filing received by DOL

Wood Real Estate Investors, LLC, a construction employer in Atlanta, Georgia, reported 466 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows 2 insurance contracts with no premium reported and $340,494 in broker commissions and fees. The plan is fully insured (an insurance carrier pays claims). The Department of Labor received the filing on January 6, 2026, before the deadline.

Participants
466
−2.7% vs 2023
Premiums filed
none
premium not reported on 1 medical contract
Broker commissions + fees
$340,494
−3.8% vs 2023
Commission rate
n/a
needs insured medical premium

Who was paid on Wood Real Estate Investors, 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 Wood Real Estate Investors, LLC filed for 2024.

Broker or agentCommissionsFeesTotalContracts
Marsh McLennan Agency · Atlanta, GA$24,425$224,448$248,8731
Ironwood Benefits Advisory Services · Atlanta, GA$63,461$29,016$92,4772

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
Unitedhealthcare Insurance Companyhealth, dental, vision, prescription drug923—$248,017—
United of Omaha Life Insurance Companylife, short-term disability, long-term disability382—$92,477—

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 Wood Real Estate Investors, 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.

Broker commissions + fees, dollars
Wood Real Estate Investors, LLC
$340,494
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

$353,762$340,494Broker pay20232024
Wood Real Estate Investors, LLC: premiums and broker commissions + fees, 2023 vs 2024
20232024Change
Participants479466−2.7%
Premiums filed$0$0not comparable
Broker commissions + fees$353,762$340,494−3.8%
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.

PlanPlan year endReceived by DOLTimingParticipants
Wrei Employee Welfare Benefit Plan#504 · insuranceJune 30, 2025January 6, 2026before deadline466

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 Wood Real Estate Investors, LLC pay in health insurance broker commissions in 2024?

Wood Real Estate Investors, LLC's 2024 Form 5500 reports $340,494 in broker commissions and fees across 2 insurance contracts ($87,846 in commissions, $252,648 in fees), with Marsh McLennan Agency receiving the largest share.

Is Wood Real Estate Investors, LLC's health plan self-funded or fully insured?

The 2024 filing indicates the plan is fully insured (an insurance carrier pays claims). Medical coverage is written by Unitedhealthcare Insurance Company.

How does Wood Real Estate Investors, LLC's broker compensation compare with similar employers?

A commission-to-premium ratio cannot be computed for Wood Real Estate Investors, LLC 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.