Plan Ledger DOL Form 5500 · updated monthly

Circle of Care Acquisitions LLCbenefits

Circle of Care Acquisitions, LLC Health & Welfare Plan · SAN ANTONIO, TX · plan year 2024

Broker compensation reported · 2024
$63,487

Circle of Care Acquisitions LLC's benefits plans covered 650 active participants in 2024, providing health · life · dental · vision · short-term disability · death benefits. Insurance brokers and agents were paid $63,487 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $98 per covered person, below the median for employer plans that report broker pay. Broker pay rose 48% from $42,836 in 2023.

Insurance contracts · 20242
AMERICAN HERITAGE LIFE INSURANCE COMPANYpremiums n/a · 130 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dental vision life stdpremiums n/a · 650 covered
Brokers & agents paid · 20241
USI INSURANCE SERVICES LLC$63,487 · incl $13,702 fees
Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 871292319 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.