Plan Ledger DOL Form 5500 · updated monthly

Consulenti, LLC dba Arete Livingbenefits

Consulenti, LLC dba Arete Living Health & Welfare Plan · TIGARD, OR · plan year 2024

Broker compensation reported · 2024
$167,625

Consulenti, LLC dba Arete Living's benefits plans covered 1,200 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $167,625 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $140 per covered person, below the median for employer plans that report broker pay. Brokers were paid 4.3x the $38,649 reported for 2023.

Insurance contracts · 20247
AETNA LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 252 covered
VISION SERVICE PLAN · visionpremiums n/a · 394 covered
CANOPYpremiums n/a · 1,200 covered
LEGALPLANS, USApremiums n/a · 35 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 323 covered
OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON · dentalpremiums n/a · 540 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 126 covered
Brokers & agents paid · 20247
DAVIDSON BENEFITS PLANNING LLC$121,391 · incl $6,629 fees
JAMES H. VAN EPPS$21,529 · incl $1,592 fees
CHARLES D. BLOCK$21,529 · incl $1,592 fees
BENEFIT ADVISORS NETWORK$1,028 · incl $1,028 fees
THE PARTNERS GROUP$867 · incl $14 fees
J. J. DAVIDSON$579
CUSTOM BENEFIT PROGRAMS$702
Also brokered by Davidson Benefits Planning LLC1

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 844030801 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.