Plan Ledger DOL Form 5500 · updated monthly

Oaks Senior Living LLCbenefits

Oaks Senior Living Welfare Benefit Plan · ALPHARETTA, GA · plan year 2024

Broker compensation reported · 2024
$320,375

Oaks Senior Living LLC's benefits plans covered 486 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $320,375 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $659 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 10% from $291,077 in 2023.

Insurance contracts · 20242
THE GUARDIAN INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 1,170 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 1,290 covered
Brokers & agents paid · 20242
MARSH AND MCLENNAN AGENCY LLC$280,137 · incl $212,473 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 260589951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.