Plan Ledger DOL Form 5500 · updated monthly

Heritage Academybenefits

Heritage Academy Welfare Plan · MESA, AZ · plan year 2024

Broker compensation reported · 2024
$18,628

Heritage Academy's benefits plans covered 654 active participants in 2024, providing life · dental · vision · other. Insurance brokers and agents were paid $18,628 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $28 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 62% from $48,784 in 2023.

Insurance contracts · 20241
METROPOLITAN LIFE INSURANCE COMPANY · dental vision lifepremiums n/a · 654 covered
Brokers & agents paid · 20241
CBIZ BENEFITS AND INS SERVICES INC.$18,628 · incl $39 fees
Also brokered by Cbiz5
Tumi, Inc. NJ$1,238,886
V2X Inc. CO$941,238

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 860757062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.