Plan Ledger DOL Form 5500 · updated monthly

Automated Financial Systems, Inc.benefits

Automated Financial Systems, Inc Health and Welfare Plan · EXTON, PA · plan year 2024

Previously filed as Automated Financial Systems, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$46,305

Automated Financial Systems, Inc.'s benefits plans covered 251 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $46,305 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $184 per covered person, below the median for employer plans that report broker pay. Broker pay fell 14% from $53,755 in 2023.

Insurance contracts · 20242
VISION SERVICE PLAN · visionpremiums n/a · 220 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 251 covered
Brokers & agents paid · 20244
INNOVATIVE BENEFIT PLANNING$23,291
ONEDIGITAL PREMIER SERVICES, LLC$11,645 · incl $11,645 fees
TERRIANN PROCIDA$3,289
Also brokered by Innovative Benefit Planning5
Avalon Flooring NJ$17,229

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 231724335 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.