Plan Ledger DOL Form 5500 · updated monthly

Marx Okubo Associates, LTD.benefits

Marx Okubo Wrap Plan · DENVER, CO · plan year 2025

Broker compensation reported · 2025
$67,250

Marx Okubo Associates, LTD.'s benefits plans covered 193 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $67,250 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $348 per covered person, above the median for employer plans that report broker pay. Broker pay rose 145% from $27,483 in 2024.

Insurance contracts · 20253
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 260 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 209 covered
Brokers & agents paid · 20253
IMA, INC.$62,534 · incl $6,601 fees
Also brokered by Ima5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 840887811 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.