Plan Ledger DOL Form 5500 · updated monthly

Heritage Universitybenefits

Heritage University Welfare Benefit Plan · TOPPENISH, WA · plan year 2024

Broker compensation reported · 2024
$10,682

Heritage University's benefits plans covered 173 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $10,682 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $62 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 10% from $9,699 in 2023.

Insurance contracts · 20242
AFLAC · stdpremiums n/a · 12 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 173 covered
Brokers & agents paid · 20244
WATCHTOWER TECHNOLOGIES INC$549 · incl $549 fees
BECKY A RUPPERT AND OTHER AGENTS$308
6 individual agents · names withheld$770

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 HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 911160585 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.