Plan Ledger DOL Form 5500 · updated monthly

Geneva Financial, LLCbenefits

Geneva Financial Welfare Benefit Plan · CHANDLER, AZ · plan year 2025

Broker compensation reported · 2025
$136,779

Geneva Financial, LLC's benefits plans covered 214 active participants in 2025, providing health · life · dental · vision · short-term disability · other. Insurance brokers and agents were paid $136,779 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $639 per covered person, in the top quarter of employer plans that report broker pay. Brokers were paid 22.3x the $6,124 reported for 2024.

Insurance contracts · 20253
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dentalpremiums n/a · 217 covered
VISION SERVICE PLAN · visionpremiums n/a · 192 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life stdpremiums n/a · 367 covered
Brokers & agents paid · 20254
USI INSURANCE SERVICES LLC$80,984 · incl $9,053 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 261589507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.