Plan Ledger DOL Form 5500 · updated monthly

Bakktbenefits

Bakkt Health and Welfare Plan · ALPHARETTA, GA · plan year 2024

Broker compensation reported · 2024
$389,711

Bakkt's benefits plans covered 561 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $389,711 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $695 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 28% from $540,519 in 2023.

Insurance contracts · 20243
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 561 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental visionpremiums n/a · 1,000 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANYpremiums n/a · 159 covered
Brokers & agents paid · 20243
OAKBRIDGE INSURANCE AGENCY, LLC$312,505 · incl $198,575 fees
A2 HOLDINGS, LLC$76,852 · incl $45,902 fees
ALLSTATE$354
Also brokered by Oakbridge Insurance Agency, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 371906173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.