Plan Ledger DOL Form 5500 · updated monthly

Concentric Advisorsbenefits

Concentric Advisors, Inc. Employee Benefits Plan · KIRKLAND, WA · plan year 2023

Broker compensation reported · 2023
$20,059

Concentric Advisors's benefits plan covered 246 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $20,059 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $82 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20233
VISION SERVICE PLAN · visionpremiums n/a · 221 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 1 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 438 covered
Brokers & agents paid · 20231
ARMFIELD HARRISON & THOMAS$20,059 · incl $17 fees
Also brokered by Armfield Harrison & Thomas5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 833889131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.