Kaizen Asset Management, LLCbenefits
Kaizen Asset Management Health and Welfare Plan · LINCOLN CITY, OR · plan year 2023
Broker compensation reported · 2023
$38,206
Kaizen Asset Management, LLC's benefits plan covered 203 active participants in 2023, providing health · life · dental · vision · death benefits. Insurance premiums totaled $12,504. Insurance brokers and agents were paid $38,206 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 305.6% of premiums. That is $188 per covered person, below the median for employer plans that report broker pay.
Insurance contracts · 20233
WILLAMETTE DENTAL INSURANCE, INC. · dental$13K · 31 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision lifepremiums n/a · 203 covered
MODA HEALTH PLAN · health drugpremiums n/a · 95 covered
Brokers & agents paid · 20232
DAVIDSON BENEFITS PLANNING/ALERA$38,442 · incl $618 fees
MJI INC.-$236 · incl $458 fees
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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 300595667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.