Plan Ledger DOL Form 5500 · updated monthly

Jefferson Financial Federal Credit Unionbenefits

Jefferson Financial Federal Credit Union Welfare Benefit Plan · METAIRIE, LA · plan year 2024

Broker compensation reported · 2024
$80,935

Jefferson Financial Federal Credit Union's benefits plans covered 145 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $1,235,697. Insurance brokers and agents were paid $80,935 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.5% of premiums. That is $558 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 5.6% from $76,615 in 2023.

Insurance contracts · 20248
BLUE CROSS BLUE SHIELD OF LOUISIANA · health drug$1.2M · 136 covered
GUARDIAN · dental visionpremiums n/a · 126 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 145 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 75 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 145 covered
HARTFORD FIRE INSURANCE COMPANYpremiums n/a · 155 covered
Brokers & agents paid · 20247
DALE SOLDEVILA$52,790 · incl $9,422 fees
DALE F. SOLDEVILA$6,523
DIGITAL INSURANCE INC.$3,257 · incl $653 fees
DALE F. SOLDVILA$3,053
JOE SCOTT CANTRELL$2,873
EDWARD FRANCIS LANDRY$10,806
CENTRO BENEFITS RESEARCH LLC$1,633 · incl $1,633 fees

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 720649178 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.