Plan Ledger DOL Form 5500 · updated monthly

Funding Reserve, LLCbenefits

Funding Reserve, LLC Health and Welfare Plan · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$58,184

Funding Reserve, LLC's benefits plans covered 933 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $58,184 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $62 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 3.7% from $60,430 in 2023.

Insurance contracts · 20244
HUMANA INSURANCE COMPANY OF NEW YORK · dental visionpremiums n/a · 456 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 912 covered
METROPOLITAN LIFE INSURANCE COMPANY · ltdpremiums n/a · 212 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 933 covered
Brokers & agents paid · 20241
SARA GUTTMAN$58,184
Also brokered by Sara Guttman5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 831804060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.