Plan Ledger DOL Form 5500 · updated monthly

Pathward, National Associationbenefits

Pathward National Association Employee Benefits Plan · SIOUX FALLS, SD · plan year 2024

Broker compensation reported · 2024
$205,641

Pathward, National Association's benefits plans covered 1,161 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $205,641 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $177 per covered person, below the median for employer plans that report broker pay. Broker pay rose 81% from $113,426 in 2023.

Insurance contracts · 20244
CONNECTIONS EAPpremiums n/a · 1,219 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 1,555 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 1,161 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 1,161 covered
Brokers & agents paid · 20243
USI INSURANCE SERVICES LLC$151,105 · incl $1,096 fees
PLANSOURCE BENEFITS ADMINISTRATION$12,343 · incl $11,613 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 420747941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.