Plan Ledger DOL Form 5500 · updated monthly

Cavalry Portfolio Services, LLCbenefits

Cavalry Investments, LLC Health Welfare Plan · GREENWICH, CT · plan year 2024

Broker compensation reported · 2024
$34,428

Cavalry Portfolio Services, LLC's benefits plans covered 272 active participants in 2024, providing health · life · dental · long-term disability · other. Insurance brokers and agents were paid $34,428 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $127 per covered person, below the median for employer plans that report broker pay. Broker pay fell 3.4% from $35,655 in 2023.

Insurance contracts · 202411
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 236 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 249 covered
MUTUAL OF OMAHA INSURANCE COMPANY · lifepremiums n/a · 150 covered
COMPANION LIFE INSURANCE COMPANY · lifepremiums n/a · 10 covered
MUTUAL OF OMAHA INSURANCE COMPANY · ltdpremiums n/a · 4 covered
MUTUAL OF OMAHA INSURANCE COMPANY · stdpremiums n/a · 10 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 74 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 81 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 107 covered
QBE INSURANCE CORPORATION · stop-losspremiums n/a · 175 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 256 covered
Brokers & agents paid · 20242
CROSS INSURANCE$4,764
CHARLES GOODMAN CONSULTING LTD$29,664
Also brokered by Cross Insurance5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 270011392 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.