Plan Ledger DOL Form 5500 · updated monthly

Bm Technologies, Inc. dba Bmtxbenefits

Bmtx Health and Welfare Benefit Plan · WAYNE, PA · plan year 2024

Broker compensation reported · 2024
$105,304

Bm Technologies, Inc. dba Bmtx's benefits plans covered 209 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $105,304 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $504 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 43% from $73,523 in 2023.

Insurance contracts · 202410
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 146 covered
DELTA DENTAL OF PENNSYLVANIA · dentalpremiums n/a · 357 covered
HEALTH ADVOCATE SOLUTIONS, INC.premiums n/a · 203 covered
VSP · visionpremiums n/a · 174 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 200 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 145 covered
DELTA DENTAL OF PENNSYLVANIA · dentalpremiums n/a · 348 covered
HEALTH ADVOCATE SOLUTIONS, INC.premiums n/a · 203 covered
VSP · visionpremiums n/a · 176 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 201 covered
Brokers & agents paid · 20241
MARSH & MCLENNAN AGENCY LLC$105,304 · incl $84,270 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 823410369 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.