Plan Ledger DOL Form 5500 · updated monthly

Creative Planning, LLCbenefits

Creative Planning, LLC Health and Welfare Plan · OVERLAND PARK, KS · plan year 2024

Broker compensation reported · 2024
$504,512

Creative Planning, LLC's benefits plan covered 2,279 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $272,242. Insurance brokers and agents were paid $504,512 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 185.3% of premiums. That is $221 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20245
VISION SERVICE PLAN · vision$272K · 1,550 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 2,279 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 43 covered
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 171 covered
RELIASTAR LIFE INSURANCE COMPANY · stop-losspremiums n/a · 1,790 covered
Brokers & agents paid · 20245
LOCKTON COMPANIES LLC$82,113 · incl $82,113 fees
MICHAEL J ZIMMERMAN$60,923
AEGIS RISK LLC$59,305
LOCKTON COMPANIES, LLC$154,330 · incl $7,718 fees
USI INSURANCE SERVICES LLC$147,841 · incl $24,123 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 431270780 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.