Plan Ledger DOL Form 5500 · updated monthly

Lendiobenefits

Lendio Health and Welfare Plan · LEHI, UT · plan year 2023

Broker compensation reported · 2023
$173,410

Lendio's benefits plan covered 508 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $173,410 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $341 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20235
AETNA LIFE INSURANCE COMPANY · healthpremiums n/a · 664 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 840 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 508 covered
AETNA BEHAVIORAL HEALTH, LLCpremiums n/a · 476 covered
Brokers & agents paid · 20234
DIVERSIFIED INSURANCE BENEFIT SVCS.$116,613 · incl $102,038 fees
GALLAGHER BENEFIT SERVICES, INC.$55,112 · incl $28,641 fees
D'ANN DABELL$1,519
Individual agent · names withheld$166

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 274448961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.