Plan Ledger DOL Form 5500 · updated monthly

M Financial Holdings Incorporatedbenefits

M Financial Holdings Incorporated Health and Welfare Master Plan · PORTLAND, OR · plan year 2024

Broker compensation reported · 2024
$29,010

M Financial Holdings Incorporated's benefits plans covered 279 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $29,010 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $104 per covered person, below the median for employer plans that report broker pay. Broker pay rose 11% from $26,150 in 2023.

Insurance contracts · 20248
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 488 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 111 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 281 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug visionpremiums n/a · 534 covered
CASCADE CENTERS, INC. (CANOPY)premiums n/a · 285 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 97 covered
Brokers & agents paid · 20243
AON CONSULTING - SEATTLE$11,461 · incl $4,655 fees
Also brokered by Aon5
Walgreen Co. IL$25,664,274
Macy's, Inc. OH$5,287,224
Trinet HR III, Inc. CA$4,596,776

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 931189872 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.