Plan Ledger DOL Form 5500 · updated monthly

Adviser Compliance Associates LLCbenefits

Adviser Compliance Associates, LLC Health and Welfare Benefit Plan · NORTH BETHESDA, MD · plan year 2024

Previously filed as Adviser Compliance Associates, LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$210,739

Adviser Compliance Associates LLC's benefits plans covered 1,040 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $210,739 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $203 per covered person, above the median for employer plans that report broker pay. Broker pay fell 57% from $495,393 in 2023.

Insurance contracts · 20247
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 2,759 covered
DELTA DENTAL PLAN OF MAINE · dentalpremiums n/a · 2,179 covered
VISION SERVICE PLAN · visionpremiums n/a · 703 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 363 covered
AETNA LIFE INSURANCE COMPANY · health dental visionpremiums n/a · 17 covered
WELLWORKS FOR YOU · healthpremiums n/a · 1,040 covered
Brokers & agents paid · 20242
LOCKTON COMPANIES, LLC$209,739 · incl $36,602 fees
THOMAS OWENS$1,000
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 752987063 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.