Plan Ledger DOL Form 5500 · updated monthly

National Universitybenefits

National University Welfare Benefit Plan · SAN DIEGO, CA · plan year 2024

Broker compensation reported · 2024
$145,629

National University's benefits plans covered 2,293 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $220,933. Insurance brokers and agents were paid $145,629 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 65.9% of premiums. That is $64 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 48% from $277,697 in 2023.

Insurance contracts · 20246
VISION SERVICE PLAN · vision$221K · 1,685 covered
DELTA DENTAL OF CALIFORNIA · dental hmopremiums n/a · 1,807 covered
HMSA HEALTH PLAN · health dental vision ppopremiums n/a · 8 covered
PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELDpremiums n/a · 277 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 2,293 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life stdpremiums n/a · 1,842 covered
Brokers & agents paid · 20243
USI INSURANCE SERVICES$120,038 · incl $24,808 fees
Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 237172306 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.