Form 5500 · Employee benefit plan · WAVERLY, IA
BARTELS LUTHERAN HOME
BARTELS LUTHERAN HOME of WAVERLY, IA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PDCM. Coverage is written through WELLMARK HEALTH PLAN OF IOWA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-0752685 · plan 502 · as of Aug 2026
Plan brief
Schedule A lists 8 insured contracts covering dental, vision, life and disability; the largest, with WELLMARK HEALTH PLAN OF IOWA, covers 52 people.
Reported premium across the insured contracts is $865,623, with $15,428 in disclosed broker commissions — about 1.8% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
PDCM is the broker of record on 4 of the 8 contracts; the rest name a different broker or none.
5 carriers appear on the filing — WELLMARK HEALTH PLAN OF IOWA, WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA, DELTA DENTAL OF IOWA and UNITED OF OMAHA LIFE INSURANCE COMPANY among them — with WELLMARK HEALTH PLAN OF IOWA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 120 | December | $43,285 | $6,926 |
| DELTA DENTAL OF IOWA | Dental | 68 | December | $43,856 | $4,386 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 35 | December | $14,778 | $2,217 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 120 | December | $12,417 | $1,239 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 103 | December | $4,401 | $660 |
| WELLMARK HEALTH PLAN OF IOWA | — | 52 | December | $573,221 | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 23 | December | $3,266 | $0 |
| WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | — | 14 | December | $170,399 | $0 |
More employer plans in Iowa — largest plans, brokers, carriers and renewal months.