Plan Ledger DOL Form 5500 · updated monthly

Helping Ourselves Pursue Enrichment, Incbenefits

Hope, Inc Health and Welfare Benefits Plan · TUCSON, AZ · plan year 2024

Broker compensation reported · 2024
$43,829

Helping Ourselves Pursue Enrichment, Inc's benefits plan covered 113 active participants in 2024, providing health · life · dental · vision · short-term disability · death benefits · other. Insurance brokers and agents were paid $43,829 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $388 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20245
BLUE CROSS BLUE SHIELD OF ARIZONA · health drugpremiums n/a · 64 covered
DELTA DENTAL OF ARIZONA · dentalpremiums n/a · 125 covered
PRINCIPAL LIFE INSURANCE COMPANY · vision life stdpremiums n/a · 150 covered
LEGALSHIELDpremiums n/a · 13 covered
Brokers & agents paid · 20246
MARSH AND MCLENNAN INSURANCE AGENCY$5,242
LOVITT AND TOUCHE, LLC$5,133 · incl $451 fees
AMWINS CONNECT INS SERVICES$2,503 · incl $2,503 fees
BCBS OF ARIZONA$656 · incl $656 fees
Individual agent · names withheld$273

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 Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 860655390 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.