Plan Ledger DOL Form 5500 · updated monthly

Firstday Foundationbenefits

Firstday Foundation Health & Welfare · SAN ANTONIO, TX · plan year 2024

Broker compensation reported · 2024
$1,180,964

Firstday Foundation's benefits plans covered 5,344 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $1,180,964 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $221 per covered person, above the median for employer plans that report broker pay. Broker pay rose 30% from $909,650 in 2023.

Insurance contracts · 20246
FIRST UNUM LIFE INSURANCE COMPANY · lifepremiums n/a · 4 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 665 covered
BLUE CROSS BLUE SHIELD OF TEXAS · health drug dentalpremiums n/a · 7,116 covered
FIRST UNUM LIFE INSURANCE COMPANYpremiums n/a · 19 covered
DEARBORN LIFE INSURANCE COMPANY · visionpremiums n/a · 5,229 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 5,344 covered
Brokers & agents paid · 20245
SPIRE RISK MANAGEMENT, LLC$773,592 · incl $67,500 fees
ALERA GROUP, INC.$345,546 · incl $31,218 fees
OPTAVISE, LLC$579
EMPLOYEE FAMILY PROTECTION, INC.$60,178 · incl $5,621 fees
Also brokered by Spire Risk Management, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 742874382 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.