Plan Ledger DOL Form 5500 · updated monthly

Lendio, Inc.benefits

Lendio Health and Welfare Plan · LEHI, UT · plan year 2025

Broker compensation reported · 2025
$147,785

Lendio, Inc.'s benefits plans covered 476 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $147,785 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $310 per covered person, above the median for employer plans that report broker pay. Broker pay rose 17% from $125,916 in 2024.

Insurance contracts · 20255
AETNA LIFE INSURANCE COMPANY · health drugpremiums n/a · 567 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 636 covered
AETNA BEHAVIORAL HEALTH, LLCpremiums n/a · 476 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 366 covered
Brokers & agents paid · 20254
GALLAGHER BENEFIT SERVICES, INC.$144,062 · incl $120,302 fees
WATCHTOWER TECHNOLOGIES, INC.$2,572 · incl $2,572 fees
2 individual agents · names withheld$921

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.

Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 274448961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.