Plan Ledger DOL Form 5500 · updated monthly

Joint Board of Trustees Roofers Union Local 30benefits

Roofers Union Local 30 Combined Health and Welfare Fund · TROY, MI · plan year 2024

Broker compensation reported · 2024
$2,170

Joint Board of Trustees Roofers Union Local 30's benefits plans covered 632 active participants in 2024, providing health · life · dental · vision · short-term disability · death benefits. Insurance premiums totaled $10,627,590. Insurance brokers and agents were paid $2,170 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 0.0% of premiums. That is $3 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 20% from $2,702 in 2023.

Insurance contracts · 20246
INDEPENDENCE BLUE CROSS - PERSONAL CHOICE · health ppo$9.8M · 1,335 covered
INDEPENDENCE BLUE CROSS · health$761K · 158 covered
VISION BENEFITS OF AMERICA · vision$84K · 841 covered
VISION BENEFITS OF AMERICA · vision$3K · 54 covered
INDEPENDENCE BLUE CROSS - PRESCRIPTION DRUG · drugpremiums n/a · 1,827 covered
THE UNION LABOR LIFE INSURANCE COMPANY · lifepremiums n/a · 1,581 covered
Brokers & agents paid · 20241
WADE FINANCIAL INC.$2,170
Also brokered by Wade Financial Inc.2

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 232258631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.