Plan Ledger DOL Form 5500 · updated monthly

Oglethorpe Universitybenefits

Oglethorpe University Welfare Benefit Plan · ATLANTA, GA · plan year 2024

Broker compensation reported · 2024
$152,902

Oglethorpe University's benefits plans covered 237 active participants in 2024, providing health · life · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $152,902 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $645 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 2.4% from $149,359 in 2023.

Insurance contracts · 20245
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 143 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 215 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 47 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 237 covered
Brokers & agents paid · 20242
LOCKTON COMPANIES, LLC$148,616 · incl $127,060 fees
LOCKTON SPECIALTIES, LLC$4,286 · incl $4,286 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 580568698 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.