Plan Ledger DOL Form 5500 · updated monthly

Opportune LLPbenefits

Opportune LLP Health and Welfare Plan · HOUSTON, TX · plan year 2024

Broker compensation reported · 2024
$59,703

Opportune LLP's benefits plans covered 262 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $59,703 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $228 per covered person, above the median for employer plans that report broker pay. Broker pay fell 55% from $132,938 in 2023.

Insurance contracts · 20246
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 258 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 258 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 258 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 109 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · visionpremiums n/a · 234 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dentalpremiums n/a · 219 covered
Brokers & agents paid · 20243
MARSH & MCLENNAN AGENCY, LLC$48,526 · incl $5,943 fees
MARSH & MCLENNAN AGECNY, LLC$7,963 · incl $473 fees
MARSH & MCLEANNAN AGENCY, LLC$3,214 · incl $216 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 202958287 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.