Plan Ledger DOL Form 5500 · updated monthly

Council on Aging of Southwestern Ohbenefits

Council on Aging Welfare Plan · BLUE ASH, OH · plan year 2024

Broker compensation reported · 2024
$84,824

Council on Aging of Southwestern Oh's benefits plans covered 355 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $139,706. Insurance brokers and agents were paid $84,824 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 60.7% of premiums. That is $239 per covered person, above the median for employer plans that report broker pay. Broker pay fell 16% from $100,829 in 2023.

Insurance contracts · 20249
SUPERIOR DENTAL CARE, INC. · dental$140K · 264 covered
LIFE INSURANCE CO. OF NORTH AMERICA · lifepremiums n/a · 417 covered
LIFE INSURANCE CO. OF NORTH AMERICA · ltdpremiums n/a · 355 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 383 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 614 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 411 covered
TRIHEALTH CORPORATE HEALTHpremiums n/a · 366 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 61 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 41 covered
Brokers & agents paid · 20247
HORAN ASSOCIATES$8,747
HUB INTERNATIONAL MIDWEST LIMITED$31,914 · incl $11,560 fees
HUB HEARTLAND LLC$36,184 · incl $18,106 fees
HORAN ASSOCIATES INC$3,752 · incl $1,584 fees
WATCHTOWER TECHNOLOGIES INC$2,633 · incl $2,633 fees
HUB HEARTLAND$1,401
HUB INTERNATIONAL MIDWEST LTD$193 · incl $193 fees
Also brokered by Horan Associates5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 310807186 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.