Plan Ledger DOL Form 5500 · updated monthly

Investment Company Institutebenefits

Investment Company Institute Insurance Plan · WASHINGTON, DC · plan year 2024

Broker compensation reported · 2024
$135,831

Investment Company Institute's benefits plans covered 161 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $135,831 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $844 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 15% from $159,187 in 2023.

Insurance contracts · 20245
NATIONAL UNION FIRE INSURANCE CO. OF PITTSBURGH, PApremiums n/a · 161 covered
AMERICAN UNITED LIFE · lifepremiums n/a · 163 covered
CAREFIRST BLUECROSS BLUESHIELD · health drug dental vision ppopremiums n/a · 418 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 166 covered
INOVA EMPLOYEE ASSISTANCEpremiums n/a · 165 covered
Brokers & agents paid · 20244
EMPLOYEE BENEFITS CORP. OF AMERICA$9,954 · incl $9,954 fees
CENTRO BENEFITS RESEARCH, LLC$7,946 · incl $7,946 fees
DIGITAL INSURANCE, LLC$64,633 · incl $55,832 fees
USI INSURANCE SERVICES LLC$53,298 · incl $48,739 fees
Also brokered by Employee Benefits Corp. of America5
Didlake, Inc. VA$77,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 135266605 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.