Plan Ledger DOL Form 5500 · updated monthly

Adelfi Credit Unionbenefits

Adelfi Credit Union Health and Welfare Plan · BREA, CA · plan year 2024

Broker compensation reported · 2024
$51,061

Adelfi Credit Union's benefits plans covered 88 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $51,061 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $580 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 25% from $67,646 in 2023.

Insurance contracts · 202411
AETNA LIFE INSURANCE COMPANY · health drugpremiums n/a · 21 covered
VISION SERVICE PLAN · visionpremiums n/a · 76 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 174 covered
HEALTH ADVOCATE SOLUTIONS, INC.premiums n/a · 91 covered
MEDAMERICApremiums n/a · 15 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 76 covered
THRIVENTpremiums n/a · 4 covered
MUTUAL OF OMAHApremiums n/a · 1 covered
AETNA HEALTH OF CALIFORNIA, INC. · health drug hmopremiums n/a · 87 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 90 covered
UNUM INSURANCE COMPANYpremiums n/a · 13 covered
Brokers & agents paid · 20242
GALLAGHER BENEFIT SERVICES, INC.$44,175 · incl $4,479 fees
LTC SOLUTIONS, INC.$6,886
Also brokered by Gallagher5
Chem Carriers, LLC LA$5,531,992

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 956111723 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.