Plan Ledger DOL Form 5500 · updated monthly

Guardian Management LLCbenefits

Guardian Management LLC Health and Welfare Benefit Plan · PORTLAND, OR · plan year 2024

Broker compensation reported · 2024
$13,433

Guardian Management LLC's benefits plans covered 440 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $38,019. Insurance brokers and agents were paid $13,433 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 35.3% of premiums. That is $31 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 42% from $9,461 in 2023.

Insurance contracts · 20245
WILLAMETTE DENTAL INSURANCE, INC. · dental$38K · 75 covered
CANOPY EAPpremiums n/a · 440 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 242 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 12 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 440 covered
Brokers & agents paid · 20247
USI INSURANCE SERVICES LLC$9,435 · incl $2,111 fees
HEARTSEASE, LLC$588 · incl $200 fees
WORKSITE BENEFITS GROUP, INC.$399 · incl $248 fees
BENEFITS BY DESIGN, INC.$231 · incl $66 fees
SUSAN J. LEACH AND OTHER AGENTS$25 · incl $1 fees
2 individual agents · names withheld$530

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 Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 931325326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.