Plan Ledger DOL Form 5500 · updated monthly

Edelman Financial Engines, LLCbenefits

Edelman Financial Engines, LLC Flexible Benefits Plan · FAIRFAX, VA · plan year 2024

Broker compensation reported · 2024
$417,430

Edelman Financial Engines, LLC's benefits plans covered 1,552 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $262,574. Insurance brokers and agents were paid $417,430 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 159.0% of premiums. That is $269 per covered person, above the median for employer plans that report broker pay. Broker pay fell 27% from $574,728 in 2023.

Insurance contracts · 202413
VSP SERVICE PLAN · vision$263K · 1,178 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 13 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 106 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 37 covered
UNUM INSURANCE COMPANYpremiums n/a · 160 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 2,934 covered
METLIFE LEGAL PLANSpremiums n/a · 268 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 220 covered
FIRST UNUM LIFE INSURANCE COMPANYpremiums n/a · 46 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 1,485 covered
RELIASTAR LIFE INSURANCE COMPANY · stop-losspremiums n/a · 1,286 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 267 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 34 covered
Brokers & agents paid · 20246
STEALTH PARTNER GROUP LLC$160,450 · incl $110,450 fees
HUB INTERNATIONAL$89,899 · incl $18,323 fees
HUB INTERNATIONAL MIDWEST LTD$142,222 · incl $23,092 fees
HUB INTERNATIONAL MIDWEST LIMITED$19,096 · incl $944 fees
BROWN & BROWN OF NEW YORK INC$363 · incl $363 fees
EDGEWOOD PARTNERS INSURANCE CENTER$5,400 · incl $278 fees
Also brokered by Stealth Partner Group LLC5
Smart DC$1,358,102

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 943250323 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.