Plan Ledger DOL Form 5500 · updated monthly

On Top of the World Communitiesbenefits

On Top of the World and Related Entities Flexible Benefits Plan · OCALA, FL · plan year 2023

Broker compensation reported · 2023
$117,617

On Top of the World Communities's benefits plan covered 432 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $117,617 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $272 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20239
LINCOLN NATIONAL LIFE INSURANCE CO · lifepremiums n/a · 464 covered
LINCOLN NATIONAL LIFE INSURANCE CO · dentalpremiums n/a · 289 covered
LINCOLN NATIONAL LIFE INSURANCE CO · ltdpremiums n/a · 119 covered
LINCOLN NATIONAL LIFE INSURANCE CO · visionpremiums n/a · 248 covered
THE LINCOLN NATIONAL LIFE INSURANCE COpremiums n/a · 149 covered
FLORIDA BLUE · healthpremiums n/a · 304 covered
THE LINCOLN NATIONAL LIFE INS CO · lifepremiums n/a · 267 covered
LINCOLN NATIONAL LIFE INS CO · stdpremiums n/a · 42 covered
LINCOLN NATIONAL LIFE INS CO · stdpremiums n/a · 65 covered
Brokers & agents paid · 20231
Also brokered by Alliant5
Tyson Foods, Inc. AR$2,061,517
Fpi Management CA$1,840,938

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 596059413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.