Plan Ledger DOL Form 5500 · updated monthly

First Help Financialbenefits

First Help Financial, LLC Employee Benefits Plan · NEEDHAM, MA · plan year 2024

Broker compensation reported · 2024
$182,172

First Help Financial's benefits plan covered 375 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $182,172 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $486 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20242
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · vision life std ltdpremiums n/a · 434 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental visionpremiums n/a · 615 covered
Brokers & agents paid · 20243
MERCER HEALTH AND BENEFITS, LLC$28,501 · incl $867 fees
Also brokered by Bennie Insurance, LLC5
Byheart NY$306,078
Drata Inc. CA$295,615
Iex Group, Inc. NY$251,428

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 383739185 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.