Plan Ledger DOL Form 5500 · updated monthly

Hopewell Fundbenefits

Hopewell Fund Employee Benefits Plan · WASHINGTON, DC · plan year 2024

Broker compensation reported · 2024
$71,061

Hopewell Fund's benefits plans covered 118 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $71,061 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $602 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 28% from $98,999 in 2023.

Insurance contracts · 20242
GROUP HOSPITALIZATION MEDICAL SERVICES, INC. · health drug ppopremiums n/a · 100 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 125 covered
Brokers & agents paid · 20243
TRIBRIDGE PARTNERS LLC$52,084 · incl $52,084 fees
TRIBRIDGE PARTNERS, LLC$13,129 · incl $3,952 fees
LIFETIME BENEFITS, LLC$5,848
Also brokered by Tribridge Partners LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 473681860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.