Plan Ledger DOL Form 5500 · updated monthly

Align Credit Unionbenefits

Align Credit Union Health and Welfare Benefits Plan · LOWELL, MA · plan year 2024

Broker compensation reported · 2024
$71,026

Align Credit Union's benefits plans covered 107 active participants in 2024, providing health · life · dental · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $71,026 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $664 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 84% from $434,044 in 2023.

Insurance contracts · 20246
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health dental visionpremiums n/a · 168 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 107 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 34 covered
UNUM INSURANCE COMPANYpremiums n/a · 29 covered
UNUM INSURANCE COMPANYpremiums n/a · 26 covered
UNUM INSURANCE COMPANYpremiums n/a · 21 covered
Brokers & agents paid · 20243
HP PLANNING, LLC$51,662 · incl $10,660 fees
COMPREHENSIVE BENEFIT ADMINISTRATOR$13,071 · incl $1,989 fees
DBL GENERAL AGENCY DBA ALERA GROUP$6,293 · incl $6,293 fees
Also brokered by Hp Planning, LLC5
Sectra, Inc. CT$140,125

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 041680140 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.