Plan Ledger DOL Form 5500 · updated monthly

Colonial Savings, F.A.benefits

Colonial Savings Group Benefits Plan · FORT WORTH, TX · plan year 2024

Broker compensation reported · 2024
$104,915

Colonial Savings, F.A.'s benefits plans covered 190 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $104,915 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $552 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 7.6% from $113,554 in 2023.

Insurance contracts · 20245
BLUECROSS BLUESHIELD OF TEXAS · healthpremiums n/a · 266 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 240 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 189 covered
Brokers & agents paid · 20243
MARSH USA INC.$19,005 · incl $8,818 fees
MARSH & MCLENNAN AGENCY LLC$83,555 · incl $11,531 fees
VARIOUS AGENTS-SEE ATTACHED$2,355
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 751103106 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.