Plan Ledger DOL Form 5500 · updated monthly

Accounting Research & Analytics, LLCbenefits

Cfra Health and Welfare Plan · CHARLOTTESVILLE, VA · plan year 2024

Broker compensation reported · 2024
$103,847

Accounting Research & Analytics, LLC's benefits plans covered 119 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $1,878,495. Insurance brokers and agents were paid $103,847 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.5% of premiums. That is $873 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 8.1% from $96,096 in 2023.

Insurance contracts · 20245
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dental vision$1.9M · 180 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 119 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 119 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 119 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 119 covered
Brokers & agents paid · 20242
MERCER HEALTH AND BENEFITS, LLC.$100,266 · incl $80,258 fees
WEB BENEFITS DESIGN CORPORATION$3,581 · incl $3,581 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 461998308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.