Plan Ledger DOL Form 5500 · updated monthly

Creative Planning, Inc.benefits

Creative Planning Group Life & Ad&D Plans · OVERLAND PARK, KS · plan year 2023

Broker compensation reported · 2023
$114,118

Creative Planning, Inc.'s benefits plans covered 0 active participants in 2023, providing life · short-term disability · long-term disability · death benefits. Insurance premiums totaled $224,794. Insurance brokers and agents were paid $114,118 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 50.8% of premiums.

Insurance contracts · 20232
VISION SERVICE PLAN · vision$225K
Brokers & agents paid · 20231
USI INSURANCE SERVICES LLC$114,118 · incl $30,804 fees
Also brokered by Usi5
Bronco Wine Company CA$1,411,592

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 431270780 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.