Plan Ledger DOL Form 5500 · updated monthly

Co-Alliance Cooperative, Inc.benefits

Co-Alliance Cooperative, Inc. Plan · INDIANAPOLIS, IN · plan year 2023

Broker compensation reported · 2023
$203,678

Co-Alliance Cooperative, Inc.'s benefits plan covered 960 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $78,483. Insurance brokers and agents were paid $203,678 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 259.5% of premiums. That is $212 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20237
VISION SERVICE PLAN · vision$78K · 671 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 957 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 647 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1,100 covered
QBE INSURANCE · stop-losspremiums n/a · 794 covered
Brokers & agents paid · 20233
LOCKTON COMPANIES, LLC$194,992 · incl $36,078 fees
ROBERT W OCHALL$6,211
EMPLOYEE BENEFIT MANAGEMENT CORP$2,475 · incl $2,475 fees
Also brokered by Lockton5
Banner Health AZ$2,557,307

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 861490446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.