Plan Ledger DOL Form 5500 · updated monthly

Arc of the Treasure Coastbenefits

Arc of the Treasure Coast Health & Welfare Benefit Plan · STUART, FL · plan year 2024

Broker compensation reported · 2024
$42,997

Arc of the Treasure Coast's benefits plan covered 184 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $583,391. Insurance brokers and agents were paid $42,997 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 7.4% of premiums. That is $234 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20245
BLUE CROSS BLUE SHIELD OF FLORIDA · health drug$332K · 31 covered
HEALTH OPTIONS · health drug hmo$251K · 32 covered
TRANSAMERICA LIFE INSURANCE COMPANY · healthpremiums n/a · 20 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dental vision life std ltdpremiums n/a · 168 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · healthpremiums n/a · 28 covered
Brokers & agents paid · 20249
JORDAN DYNAMICS, INC$22,359
UNITED BENEFIT ADVISORS OF$11,411
JORDAN DYNAMICS, INC.$2,061
AMWINS GROUP BENEFITS, LLC$1,230 · incl $1,230 fees
WEBTPA$1,140 · incl $1,140 fees
YESENIA HENOHE OSORIO$1,046 · incl $354 fees
CREATIVE BENEFIT CONSULTANTS INC$816 · incl $433 fees
UNITED BENEFIT ADVISORS OF FLORIDA$249
7 individual agents · names withheld$2,685

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.

Also brokered by Jordan Dynamics, Inc3

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 596153484 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.