Plan Ledger DOL Form 5500 · updated monthly

Moneytree, Inc.benefits

Moneytree, Inc. Health & Welfare Plan · RENTON, WA · plan year 2024

Broker compensation reported · 2024
$7,802

Moneytree, Inc.'s benefits plans covered 409 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $7,802 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $19 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 1.6% from $7,678 in 2023.

Insurance contracts · 20242
CANOPYpremiums n/a · 495 covered
HARTFORD LIFE & ACCIDENT INSURANCE COMPANY · life ltdpremiums n/a · 408 covered
Brokers & agents paid · 20243
PARKER SMITH & FEEK INC.$4,605
IMA, INC.$2,020 · incl $2,020 fees
WATCHTOWER BENEFITS, LLC$1,177 · incl $1,177 fees
Also brokered by Parker Smith & Feek Inc.5
Ro Health, Inc. WA$178,345
Echodyne Corp WA$116,299

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 911218621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.