Plan Ledger DOL Form 5500 · updated monthly

Cfa Institutebenefits

Cfa Institute Employee Benefits Plan · CHARLOTTESVILLE, VA · plan year 2025

Broker compensation reported · 2025
$55,565

Cfa Institute's benefits plans covered 401 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $55,565 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $139 per covered person, below the median for employer plans that report broker pay. Brokers were paid 3.2x the $17,198 reported for 2024.

Insurance contracts · 20254
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · visionpremiums n/a · 383 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 399 covered
Brokers & agents paid · 20255
JAMES R NELLIGAN & ASSOCIATES LLC$12,745 · incl $12,745 fees
BROKER NOT PROVIDED$1,329 · incl $1,329 fees
Also brokered by Nfp5
Knapp, Inc. GA$550,025

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 541386480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.