Plan Ledger DOL Form 5500 · updated monthly

Corient Services LLCbenefits

Corient Services Health and Welfare Benefit Plan · MIAMI, FL · plan year 2024

Broker compensation reported · 2024
$802,680

Corient Services LLC's benefits plan covered 1,137 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $802,680 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $706 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20245
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 1,056 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 226 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,188 covered
EYEMED · visionpremiums n/a · 2,683 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 32 covered
Brokers & agents paid · 20244
MARSH & MCLENNAN AGENCY LLC$755,644 · incl $510,101 fees
JAMES DAVIDSON$38,032
EOI SERVICE COMPANY LLC$6,644
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 873513335 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.