Plan Ledger DOL Form 5500 · updated monthly

Ascentra Credit Unionbenefits

Ascentra Credit Union Employee Benefits Plan · BETTENDORF, IA · plan year 2024

Broker compensation reported · 2024
$21,484

Ascentra Credit Union's benefits plans covered 128 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $21,484 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $168 per covered person, below the median for employer plans that report broker pay. Broker pay rose 8.8% from $19,738 in 2023.

Insurance contracts · 20242
AFLAC · stdpremiums n/a · 79 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life ltdpremiums n/a · 300 covered
Brokers & agents paid · 20248
STEVEN SWANSON$8,608 · incl $470 fees
TRAVIS MATTOCKS$3,145 · incl $5 fees
USI INSURANCE SERVICES LLC$2,539 · incl $585 fees
COURTNEY GALLAGHER AND OTHER AGENTS$2,245 · incl $152 fees
MICHAEL SKOFF$1,636 · incl $129 fees
TINA LASSUY$1,447 · incl $32 fees
KIMBERLY DEWITTE$1,001
Individual agent · names withheld$863

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 Steven Swanson1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 420747751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.