Plan Ledger DOL Form 5500 · updated monthly

Haven Home Healthcarebenefits

Haven Home Healthcare Employee Health & Welfare Benefits Plan · BOCA RATON, FL · plan year 2024

Broker compensation reported · 2024
$364,053

Haven Home Healthcare's benefits plans covered 775 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $2,151,050. Insurance brokers and agents were paid $364,053 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 16.9% of premiums. That is $470 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 115% from $169,298 in 2023.

Insurance contracts · 202410
BLUE CROSS BLUE SHIELD OF FLORIDA · health drug ppo$2.0M · 185 covered
HEALTH OPTIONS, INC · health drug hmo$190K · 20 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dentalpremiums n/a · 372 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · visionpremiums n/a · 426 covered
HEALTHIESTYOU C/O TELADOC HEALTH INCpremiums n/a · 115 covered
UNITEDHEALTHCARE INSURANCE COMPANY · dentalpremiums n/a · 1,822 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · vision life std ltdpremiums n/a · 611 covered
Brokers & agents paid · 202411
USI INSURANCE SERVICES LLC$240,617 · incl $1,458 fees
SEBS OF ARIZONA LLC$72,273 · incl $72,273 fees
MORFAR STRATEGIES, INC.$29,170 · incl $14,017 fees
PEACOCK FINANCIALS, INC.$13,139 · incl $8,857 fees
STEVE CALCATERRA$3,815
LISA M. RUSSEY$4,752 · incl $1,655 fees
WORKSITE AMERICA LLC & OTHER AGENTS$17 · incl $3 fees
10MM, INC.$17
MICHAEL MARSHALL AND OTHER AGENTS$7 · incl $2 fees
TDG FINANCIAL SERVICES, INC.$6
2 individual agents · names withheld$240

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 834213523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.