Plan Ledger DOL Form 5500 · updated monthly

Nonprofit Finance Fundbenefits

Non Profit Finance Fund Benefit Plan · NEW YORK, NY · plan year 2023

Broker compensation reported · 2023
$67,456

Nonprofit Finance Fund's benefits plan covered 99 active participants in 2023, providing health · life · dental · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $67,456 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $681 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20235
PRINCIPAL LIFE INSURANCE COMPANY · dentalpremiums n/a · 151 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug hmopremiums n/a · 172 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 18 covered
NATIONAL VISION ADMINISTRATORS, LLC · visionpremiums n/a · 156 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 99 covered
Brokers & agents paid · 20234
EXUDE BENEFITS GROUP, INC$14,622 · incl $3,226 fees
DONALD C. SAVOY, INC.$4,335 · incl $2,902 fees
PATRIOT GROWTH INSURANCE SVCS.$47,985 · incl $458 fees
TRUE NETWORK OF ADVISORS, LLC$514 · incl $514 fees

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 133238657 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.