Plan Ledger DOL Form 5500 · updated monthly

Affinity Federal Credit Unionbenefits

Affinity Federal Credit Union Health Benefit Plan · BASKING RIDGE, NJ · plan year 2024

Broker compensation reported · 2024
$68,453

Affinity Federal Credit Union's benefits plans covered 501 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $68,453 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $137 per covered person, below the median for employer plans that report broker pay. Broker pay rose 74% from $39,441 in 2023.

Insurance contracts · 20246
AFLAC · dental vision life stdpremiums n/a · 42 covered
VISION SERVICE PLAN · visionpremiums n/a · 490 covered
SPRING HEALTHpremiums n/a · 520 covered
ARAG INSURANCE COMPANYpremiums n/a · 126 covered
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 562 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · ltdpremiums n/a · 19 covered
Brokers & agents paid · 20248
JESSICA A. BOUTILETTE$1,364 · incl $205 fees
TIMOTHY MCANDREWS$1,305
JOSHUA PAUL GROUP, INC.$579 · incl $33 fees
LOCKTON COMPANIES, LLC$63,070 · incl $4,290 fees
MICHAEL A. FORNARO AND OTHER AGENTS$456 · incl $3 fees
IMG$106 · incl $106 fees
2 individual agents · names withheld$690

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 135562114 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.