Plan Ledger DOL Form 5500 · updated monthly

Oak Haven Managementbenefits

Oak Haven Management Employee Benefits Plan · AUSTIN, TX · plan year 2024

Broker compensation reported · 2024
$33,268

Oak Haven Management's benefits plans covered 134 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $33,268 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $248 per covered person, above the median for employer plans that report broker pay. Broker pay fell 36% from $52,140 in 2023.

Insurance contracts · 20242
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltd ppopremiums n/a · 133 covered
METLIFE LEGAL PLANS, INC.premiums n/a · 12 covered
Brokers & agents paid · 20243
CRANDALL & ASSOCIATES INC$22,801 · incl $3,858 fees
PROFESSIONAL GROUP PLANS$10,285 · incl $10,285 fees
TRIONFO$182 · incl $182 fees

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 850920580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.