Plan Ledger DOL Form 5500 · updated monthly

Esha Research LLC dba Trustwellbenefits

Trustwell Health and Welfare Benefit Plan · BEAVERTON, OR · plan year 2024

Broker compensation reported · 2024
$57,526

Esha Research LLC dba Trustwell's benefits plans covered 110 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $57,526 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $523 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 5.8% from $61,073 in 2023.

Insurance contracts · 20243
COMMUNITY INSURANCE COMPANY · health drug ppopremiums n/a · 172 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 113 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 1 covered
Brokers & agents paid · 20242
LOCKTON COMPANIES, LLC$52,247 · incl $8,745 fees
BRANDAN BRUCE$5,279
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 930777394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.