Plan Ledger DOL Form 5500 · updated monthly

Apella Health Managementbenefits

Apella Health Management, Inc. Welfare Benefit Plan · SPARTANBURG, SC · plan year 2024

Broker compensation reported · 2024
$426,249

Apella Health Management's benefits plans covered 5,393 active participants in 2024, providing health · life · dental · short-term disability · long-term disability · other. Insurance brokers and agents were paid $426,249 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $79 per covered person, below the median for employer plans that report broker pay. Broker pay rose 14% from $373,807 in 2023.

Insurance contracts · 20246
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 5,393 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 5,057 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 2,109 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 3,345 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 1,921 covered
SUN LIFE ASSURANCE COMPANY OF CANADApremiums n/a · 1,615 covered
Brokers & agents paid · 20243
BSWIFT$25,000 · incl $25,000 fees
SUMMIT GROUP OF VIRGINIA$291,504 · incl $66,829 fees
ALERA GROUP INC$109,745 · incl $6,090 fees
Also brokered by Bswift5
Caterpillar Inc. TX$480,315

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 814193950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.