Plan Ledger DOL Form 5500 · updated monthly

Opportunity Livingbenefits

Opportunity Living Benefit Trust · LAKE CITY, IA · plan year 2024

Broker compensation reported · 2024
$680

Opportunity Living's benefits plans covered 88 active participants in 2024, providing health · life · dental · vision · short-term disability · other. Insurance premiums totaled $1,223,266. Insurance brokers and agents were paid $680 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 0.1% of premiums. That is $8 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 7.3% from $634 in 2023.

Insurance contracts · 20246
WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA · health stop-loss$1.2M · 88 covered
EMC NATIONAL LIFE COMPANY · lifepremiums n/a
VISION SERVICE PLAN · visionpremiums n/a · 67 covered
DELTA DENTAL OF IOWA · dentalpremiums n/a · 59 covered
MANHATTAN LIFE ASSURANCE COMPANY OF AMERICA · healthpremiums n/a
Brokers & agents paid · 20241
HOLMES, MURPHY AND ASSOCIATES LLC$680
Also brokered by Holmes, Murphy and Associates LLC5
Hni Corporation IA$252,834

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 421293894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.