Plan Ledger DOL Form 5500 · updated monthly

Junior Achievement, USAbenefits

Junior Achievement USA Health and Welfare Benefit Trust · COLORADO SPRINGS, CO · plan year 2024

Broker compensation reported · 2024
$141,250

Junior Achievement, USA's benefits plans covered 1,155 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $141,250 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $122 per covered person, below the median for employer plans that report broker pay. Broker pay rose 148% from $57,047 in 2023.

Insurance contracts · 20242
HCC LIFE INSURANCE COMPANY · stop-losspremiums n/a · 694 covered
METROPOLITAN LIFE INSURANCE COMPANY · life ltdpremiums n/a · 1,574 covered
Brokers & agents paid · 20241
MERCER HEALTH & BENEFITS LLC$141,250 · incl $25,433 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 841223492 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.