Plan Ledger DOL Form 5500 · updated monthly

Axia Financial, LLC dba Axia Home Loansbenefits

Axia Financial LLC dba Axia Home Loans Health and Welfare Plan · BELLEVUE, WA · plan year 2024

Broker compensation reported · 2024
$54,618

Axia Financial, LLC dba Axia Home Loans's benefits plans covered 28 active participants in 2024, providing health · life · short-term disability · long-term disability · dental · vision. Insurance premiums totaled $141,508. Insurance brokers and agents were paid $54,618 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 38.6% of premiums. That is $1,951 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 39% from $89,564 in 2023.

Insurance contracts · 202411
DELTA DENTAL OF WASHINGTON · dental$139K · 15 covered
DELTA DENTAL OF WASHINGTON · dental$3K · 7 covered
PREMERA BLUE CROSS · health drugpremiums n/a · 16 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 28 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 7 covered
VISION SERVICE PLAN · visionpremiums n/a · 12 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 4 covered
PREMERA BLUE CROSS · health drugpremiums n/a · 6 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 1 covered
Brokers & agents paid · 20243
ASSUREDPARTNERS OF WASHINGTON$38,602 · incl $9,016 fees
ASSUREDPARTNERS$15,405 · incl $1,698 fees
ASSUREDPARTNERS OF WASHINGTON, LLC$611 · incl $206 fees
Also brokered by Assuredpartners of Washington5
Helion Energy WA$166,496

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 260455770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.