Plan Ledger DOL Form 5500 · updated monthly

Opportunities, Inc. of Jefferson Countybenefits

Opportunities, Inc. of Jefferson County · FORT ATKINSON, WI · plan year 2024

Broker compensation reported · 2024
$54,614

Opportunities, Inc. of Jefferson County's benefits plans covered 164 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $97,805. Insurance brokers and agents were paid $54,614 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 55.8% of premiums. That is $333 per covered person, above the median for employer plans that report broker pay. Broker pay fell 70% from $181,583 in 2023.

Insurance contracts · 202410
DELTA DENTAL OF WISCONSIN · dental$98K · 105 covered
QUARTZ HEALTH BENEFIT PLANS CORPORATION · health drug hmo ppopremiums n/a · 141 covered
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 88 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 171 covered
AFLAC · life stdpremiums n/a · 21 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · healthpremiums n/a · 13 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · healthpremiums n/a · 13 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · dentalpremiums n/a · 12 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 8 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 8 covered
Brokers & agents paid · 20245
M3 INSURANCE SOLUTIONS INC.$43,387
M3 INSURANCE SOLUTIONS INC$9,018 · incl $118 fees
RICHARD F SAUTER$1,200 · incl $110 fees
7 individual agents · names withheld$951

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by M3 Insurance Solutions Inc.5
Thedacare Inc. WI$86,038

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 391078133 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.