Plan Ledger DOL Form 5500 · updated monthly

Mountainone Financial Partnersbenefits

Mountainone Life and LTD Plan · NORTH ADAMS, MA · plan year 2024

Broker compensation reported · 2024
$42,963

Mountainone Financial Partners's benefits plans covered 193 active participants in 2024, providing life · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $42,963 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $223 per covered person, above the median for employer plans that report broker pay. Broker pay fell 6.3% from $45,847 in 2023.

Insurance contracts · 20247
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 224 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 187 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 160 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 187 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 76 covered
VISION SERVICE PLAN · visionpremiums n/a · 114 covered
Brokers & agents paid · 20244
DIGITAL INSURANCE LLC$37,589 · incl $13,212 fees
FMLASOURCE INC$3,705 · incl $3,705 fees
MASS FINANCIAL SVCS INS AGENCY$943
Also brokered by Digital Insurance LLC5
Ciox Health, LLC AZ$676,187

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 364495073 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.