Fisher Asset Management, LLC dba Fisher Investmentsbenefits
Fisher Investments Welfare Benefit Plan · PLANO, TX · plan year 2024
Broker compensation reported · 2024
$369,890
Fisher Asset Management, LLC dba Fisher Investments's benefits plans covered 4,902 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $369,890 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $75 per covered person, below the median for employer plans that report broker pay. Broker pay rose 2.9% from $359,417 in 2023.
Insurance contracts · 20243
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug hmopremiums n/a · 905 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 201 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 2,187 covered
Brokers & agents paid · 20242
MERCER HEALTH & BENEFITS, LLC$284,239 · incl $37,174 fees
LOCKTON COMPANIES, LLC$85,651
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156
The Boeing Co. and Consolidated Subsidiaries WA$5,091,875
Tata America International Corporation NY$4,231,391
Northrop Grumman Corporation VA$4,003,536
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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 202480800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.