Plan Ledger DOL Form 5500 · updated monthly

Caring Places Management, LLCbenefits

Caring Places Management, LLC Welfare Benefit Plan · FOREST GROVE, OR · plan year 2024

Broker compensation reported · 2024
$26,087

Caring Places Management, LLC's benefits plans covered 186 active participants in 2024, providing health · life · dental · vision · short-term disability. Insurance brokers and agents were paid $26,087 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $140 per covered person, below the median for employer plans that report broker pay. Broker pay rose 23% from $21,146 in 2023.

Insurance contracts · 20244
AETNA LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 188 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 186 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 22 covered
TELADOC HEALTH, INCpremiums n/a · 700 covered
Brokers & agents paid · 202410
KPD INSURANCE, LLC.$9,670
WATCHTOWER BENEFITS, LLC.$3,102
IMA, INC.$11,624 · incl $1,681 fees
DIGITAL INSURANCE, LLC.$745
ASSUREDPARTNERS OF OREGON, LLC.$373
WORKSITE BENEFITS GROUP, INC.$240
PROPEL INSURANCE AGENCY, LLC.$203
DONALD TERRY GOTHAM AND OTHERS$57
BENEFITS BY DESIGN, INC.$50
Individual agent · names withheld$23

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 Kpd Insurance, LLC.2

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 261434249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.