Plan Ledger DOL Form 5500 · updated monthly

Alan Ritchey, Inc.benefits

Alan Ritchey Employee Benefit Plan · VALLEY VIEW, TX · plan year 2024

Previously filed as Alan Ritchey, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$37,278

Alan Ritchey, Inc.'s benefits plans covered 144 active participants in 2024, providing health · life · dental · vision. Insurance brokers and agents were paid $37,278 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $259 per covered person, above the median for employer plans that report broker pay. Broker pay fell 24% from $48,906 in 2023.

Insurance contracts · 20243
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 144 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 128 covered
UNITEDHEALTHCARE INSURANCE COMPANY · lifepremiums n/a · 195 covered
Brokers & agents paid · 20241
LOCKTON COMPANIES, LLC$37,278 · incl $29,531 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 751623377 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.