Plan Ledger DOL Form 5500 · updated monthly

Impact Energy Trustbenefits

Impact Energy Trust · LEXINGTON, KY · plan year 2024

Broker compensation reported · 2024
$186,156

Impact Energy Trust's benefits plans covered 853 active participants in 2024, providing health · life · dental · vision. Insurance premiums totaled $166,199. Insurance brokers and agents were paid $186,156 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 112.0% of premiums. That is $218 per covered person, above the median for employer plans that report broker pay. Broker pay fell 19% from $229,609 in 2023.

Insurance contracts · 20244
DELTA DENTAL OF KENTUCKY · dental$156K · 570 covered
DELTA DENTAL OF KENTUCKY · dental$10K · 46 covered
ANTHEM HEALTH PLANS OF KY, INC. · health dental vision ppopremiums n/a · 1,209 covered
STANDARD LIFEpremiums n/a · 529 covered
Brokers & agents paid · 20249
TRUCORDIA INSURANCE SERVICES LLC$54,667 · incl $332 fees
BLACK DIAMOND INSURANGE GROUP LLC$42,024
BENEFIT INSURANCE MARKETING INC$32,392 · incl $132 fees
PHIL BROWN INSURANCE AGENCY INC$18,644 · incl $21 fees
HOUCHENS INSURANCE GROUP INC$14,786
B & B INSURANCE AGENCY INC$12,327
FSAB LLC$9,679
SHEPHERD INSURANCE LLC$1,109 · incl $75 fees
PREFERRED BENEFITS LLC$528
Also brokered by Trucordia Insurance Services LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 616156163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.