Plan Ledger DOL Form 5500 · updated monthly

Jovia Financial Credit Unionbenefits

Jovia Financial Credit Union Employee Long Term Disability · WESTBURY, NY · plan year 2024

Broker compensation reported · 2024
$16,052

Jovia Financial Credit Union's benefits plans covered 502 active participants in 2024, providing long-term disability. Insurance brokers and agents were paid $16,052 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $32 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 38% from $11,657 in 2023.

Insurance contracts · 20244
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 502 covered
VISION SERVICE PLAN · visionpremiums n/a · 293 covered
GUARDIAN · health dentalpremiums n/a · 365 covered
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 502 covered
Brokers & agents paid · 20242
KINLOCH CONSULTING GROUP,INC.$9,115 · incl $3,457 fees
KINLOCH CONSULTING GROUP, INC.$6,937 · incl $1,233 fees
Also brokered by Kinloch Consulting Group,Inc.1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 111644859 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.