Plan Ledger DOL Form 5500 · updated monthly

Avalon Health Services, LLCbenefits

Avalon Health Services, LLC Health & Welfare Plan · TAMPA, FL · plan year 2023

Broker compensation reported · 2023
$205,012

Avalon Health Services, LLC's benefits plan covered 231 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $2,542,233. Insurance brokers and agents were paid $205,012 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 8.1% of premiums. That is $887 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20238
BLUE CROSS BLUE SHIELD OF FLORIDA · health$2.5M · 175 covered
USABLE LIFEpremiums n/a · 163 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 232 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dentalpremiums n/a · 180 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 232 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 324 covered
USABLE LIFEpremiums n/a · 231 covered
USABLE LIFE · lifepremiums n/a · 163 covered
Brokers & agents paid · 20234
WALLACE, WELCH & WILLINGHAM, INC$146,744 · incl $1,015 fees
WALLACE WELCH & WILLINGHAM INC$57,577 · incl $10,704 fees
BLUE CROSS BLUE SHIELD OF FLORIDA$663
Individual agent · names withheld$28

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 Wallace, Welch & Willingham, Inc3

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 463019902 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.