Plan Ledger DOL Form 5500 · updated monthly

Conservative Taxbenefits

Conservative Tax Health and Welfare Benefits Plan · DRAPER, UT · plan year 2025

Broker compensation reported · 2025
$20,940

Conservative Tax's benefits plans covered 159 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $20,940 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $132 per covered person, below the median for employer plans that report broker pay. Broker pay fell 30% from $29,805 in 2024.

Insurance contracts · 20251
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 239 covered
Brokers & agents paid · 20252
DIGITAL INSURANCE LLC$16,336 · incl $1,772 fees
CENTRO BENEFITS RESEARCH LLC$4,604 · incl $4,604 fees
Also brokered by Digital Insurance LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 471516602 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.