Plan Ledger DOL Form 5500 · updated monthly

Certified Financial Planner Boardbenefits

Certified Financial Planner Board of Standards, Inc. Employee Welfare Benefits Plan · WASHINGTON, DC · plan year 2024

Broker compensation reported · 2024
$101,809

Certified Financial Planner Board's benefits plan covered 123 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $151,457. Insurance brokers and agents were paid $101,809 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 67.2% of premiums. That is $828 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20247
STANDARD INSURANCE COMPANY · life$54K · 123 covered
STANDARD INSURANCE COMPANY · ltd$53K · 123 covered
STANDARD INSURANCE COMPANY · std$44K · 123 covered
AETNA LIFE INSURANCE COMPANY · dentalpremiums n/a · 216 covered
CAREFIRST BLUECHOICE, INC. · health drug hmo ppopremiums n/a · 193 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 125 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 229 covered
Brokers & agents paid · 20243
EMPLOYEE BENEFITS CORP AMERICA$8,309 · incl $8,309 fees
MARSH & MCLENNAN AGENCY LLC$92,753 · incl $69,805 fees
Also brokered by Employee Benefits Corp America5
Lcg, Inc. MD$10,405
Identity, Inc. MD$10,237

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 742385850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.