Plan Ledger DOL Form 5500 · updated monthly

Allegiance Fundraisingbenefits

Allegiance Fundraising Health and Welfare Plan · FARGO, ND · plan year 2025

Broker compensation reported · 2025
$67,138

Allegiance Fundraising's benefits plans covered 176 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $142,511. Insurance brokers and agents were paid $67,138 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 47.1% of premiums. That is $381 per covered person, above the median for employer plans that report broker pay. Broker pay fell 3.1% from $69,289 in 2024.

Insurance contracts · 20253
STANDARD INSURANCE COMPANY · life std ltd$143K · 175 covered
BLUECROSS BLUESHIELD OF TEXAS · health drug dentalpremiums n/a · 246 covered
VISION SERVICE PLAN · visionpremiums n/a · 121 covered
Brokers & agents paid · 20252
HOLMES, MURPHY AND ASSOCIATES, LLC$62,243 · incl $1,596 fees
AVANT SPECIALTY BENEFITS, LLC$4,895 · incl $3,949 fees
Also brokered by Holmes, Murphy and Associates, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 823042218 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.