Plan Ledger DOL Form 5500 · updated monthly

Ia American Financial Holdings, Inc.benefits

Ia American Financial Holdings, Inc. Group Insurance Plan · AUSTIN, TX · plan year 2024

Broker compensation reported · 2024
$432,522

Ia American Financial Holdings, Inc.'s benefits plans covered 688 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $432,522 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $629 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 34% from $658,637 in 2023.

Insurance contracts · 20243
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 1,575 covered
PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELDpremiums n/a · 161 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 688 covered
Brokers & agents paid · 20244
LOCKTON COMPANIES, LLC$429,914 · incl $169,400 fees
JUDY A. JOHNSTON$2,548
ANGELA ROMERO INSURANCE AGENCY$39
Individual agent · names withheld$21

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 Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 200320671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.