Plan Ledger DOL Form 5500 · updated monthly

Coosa Valley Credit Unionbenefits

Coosa Valley Credit Union Welfare Benefits Plan · ROME, GA · plan year 2024

Broker compensation reported · 2024
$143,691

Coosa Valley Credit Union's benefits plans covered 124 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $143,691 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,159 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 4.3x the $33,186 reported for 2023.

Insurance contracts · 20245
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dental visionpremiums n/a · 355 covered
Brokers & agents paid · 20244
RICKY W. STEPP$66,856
ROGERS BENEFIT GROUP INC.$28,893 · incl $28,893 fees
RICKY STEPP$41,799
EMERSON ROGERS LLC$6,143 · incl $6,143 fees

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 580664019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.