Plan Ledger DOL Form 5500 · updated monthly

Catholic Financial Lifebenefits

Catholic Knights Health Reimbursement Arrangement · MILWAUKEE, WI · plan year 2025

Broker compensation reported · 2025
$59,490

Catholic Financial Life's benefits plans covered 114 active participants in 2025, providing health. Insurance brokers and agents were paid $59,490 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $522 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20252
UNITED HEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 202 covered
DEAN HEALTH PLAN, INC. · health drugpremiums n/a · 12 covered
Brokers & agents paid · 20251
ASSOCIATED FINANCIAL GROUP LLC$59,490 · incl $58,806 fees
Also brokered by Associated Financial Group LLC1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 390201015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.