Plan Ledger DOL Form 5500 · updated monthly

Everett Financial, Inc. dba Supreme Lendingbenefits

Supreme Lending Employee Benefit Plan · DALLAS, TX · plan year 2024

Broker compensation reported · 2024
$54,451

Everett Financial, Inc. dba Supreme Lending's benefits plans covered 985 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $99,530. Insurance brokers and agents were paid $54,451 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 54.7% of premiums. That is $55 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 23% from $71,139 in 2023.

Insurance contracts · 20244
VISION SERVICE PLAN · vision$100K · 630 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 898 covered
KAISER FOUNDATION HEALTH PLAN INC · healthpremiums n/a · 6 covered
KAISER FOUNDATION HEALTH PLAN INC · healthpremiums n/a · 15 covered
Brokers & agents paid · 20242
Also brokered by Holmes Murphy5
Conexon, LLC MO$632,134

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 752695327 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.