Plan Ledger DOL Form 5500 · updated monthly

Facet Wealth, Inc.benefits

Facet Wealth Wrap Benefit Plan · BALTIMORE, MD · plan year 2024

Broker compensation reported · 2024
$27,062

Facet Wealth, Inc.'s benefits plans covered 160 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $27,062 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $169 per covered person, below the median for employer plans that report broker pay. Broker pay fell 39% from $44,056 in 2023.

Insurance contracts · 20242
AETNA LIFE INSURANCE CO. · health dental visionpremiums n/a · 279 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 160 covered
Brokers & agents paid · 20245
THE MELTZER GROUP, INC$13,636 · incl $3,386 fees
MELTZER GROUP INC$5,905 · incl $4,685 fees
JAMES R. NELLIGAN & ASSOCIATES, LLC$5,006 · incl $5,006 fees
NFP INSURANCE SERVICES INC$1,412 · incl $1,412 fees
TOTALIS BENEFITS, INC$1,103 · incl $1,103 fees
Also brokered by The Meltzer Group, Inc5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 813453207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.