Plan Ledger DOL Form 5500 · updated monthly

Cleverbee Academybenefits

Cleverbee Academy, LLC Welfare Benefits Plan · CLEVELAND, OH · plan year 2024

Broker compensation reported · 2024
$48,225

Cleverbee Academy's benefits plans covered 249 active participants in 2024, providing health · life · dental · vision · short-term disability · death benefits · other. Insurance brokers and agents were paid $48,225 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $194 per covered person, above the median for employer plans that report broker pay. Broker pay fell 3.3% from $49,893 in 2023.

Insurance contracts · 20243
COMMUNITY INSURANCE COMPANY · health dental vision ppopremiums n/a · 125 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 93 covered
STANDARD INSURANCE COMPANY · lifepremiums n/a · 249 covered
Brokers & agents paid · 20248
MATTHEW WALSH$8,811 · incl $3,906 fees
ONEDIGITAL EXPRESSLINK LLC$18,117 · incl $4,346 fees
JACOB JAMES FRY$2,372 · incl $435 fees
COORDINATIONA GROUP LLC$1,958 · incl $990 fees
SONNHALTER INSURANCE GROUP LLC$1,849
KEVIN WRONA$1,287 · incl $437 fees
JAMES D SAMS AND OTHER AGENTS$1,218 · incl $28 fees
Also brokered by Digital Insurance LLC5
Ciox Health, LLC AZ$676,187

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 822735542 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.