Plan Ledger DOL Form 5500 · updated monthly

First Heritage Mortgage, LLCbenefits

First Heritage Mortgage, LLC Welfare Wrap Benefit Plan · FAIRFAX, VA · plan year 2024

Broker compensation reported · 2024
$165,251

First Heritage Mortgage, LLC's benefits plans covered 192 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $124,999. Insurance brokers and agents were paid $165,251 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 132.2% of premiums. That is $861 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 12% from $147,236 in 2023.

Insurance contracts · 20245
NORTHWESTERN MUTUAL · life std ltd$125K · 192 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 286 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 25 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dental visionpremiums n/a · 179 covered
LEGAL RESOURCESpremiums n/a · 33 covered
Brokers & agents paid · 202411
MELTZER GROUP INC$65,995 · incl $65,995 fees
POTOMAC BASSIN GROUP$54,995 · incl $54,995 fees
TRACY A SIEGEL$7,505 · incl $1,658 fees
HERBERT VALENTINE KELLY$7,505 · incl $1,658 fees
POTOMAC BASSIN GROUP ASSOC LLC$7,402 · incl $7,402 fees
WASHINGTON GRP LLC$2,400 · incl $257 fees
MELTZER GROUP$443
MID ATLANTIC BENEFITS GROUP LLC$422
6 individual agents · names withheld$2,453

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.

Also brokered by Meltzer Group Inc5
Aeyon LLC VA$258,654

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 541822464 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.