Plan Ledger DOL Form 5500 · updated monthly

Enterprising Solutions, Inc. dba Sunwest Employer Services, Inc.benefits

Sunwest Employer Services, Inc. Employee Benefit Plan · PHOENIX, AZ · plan year 2024

Broker compensation reported · 2024
$16,439

Enterprising Solutions, Inc. dba Sunwest Employer Services, Inc.'s benefits plans covered 396 active participants in 2024, providing life · dental · vision · other. Insurance premiums totaled $90,054. Insurance brokers and agents were paid $16,439 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 18.3% of premiums. That is $42 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 37% from $12,025 in 2023.

Insurance contracts · 20243
DELTA DENTAL OF ARIZONA · dental vision$90K · 207 covered
HUMANA INSURANCE COMPANY · lifepremiums n/a · 4 covered
AFLAC · stdpremiums n/a · 25 covered
Brokers & agents paid · 20245
SUNWEST INSURANCE LTD.$11,141
SUNWEST INSURANCE, LTD.$1,829
KAREN MARIE JONES$1,421
32 VARIOUS AGENTS$752
5 individual agents · names withheld$1,296

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 880346948 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.