Plan Ledger DOL Form 5500 · updated monthly

Pfm Financial Advisors, LLCbenefits

Pfm Employee Welfare Benefit Plan · PHILADELPHIA, PA · plan year 2024

Broker compensation reported · 2024
$61,741

Pfm Financial Advisors, LLC's benefits plan covered 348 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $314,048. Insurance brokers and agents were paid $61,741 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 19.7% of premiums. That is $177 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20246
STANDARD INSURANCE COMPANY · life ltd$314K · 348 covered
METLIFE LEGAL PLANSpremiums n/a · 28 covered
METLIFE LEGAL PLANSpremiums n/a · 26 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 9 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 49 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 49 covered
Brokers & agents paid · 20243
LOCKTON COMPANIES, LLC$57,277 · incl $8,517 fees
PUBLIC FINANCIAL MANAGEMENT, INC.$2,639 · incl $6 fees
EMPOWER BENEFITS, INC.$1,825
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 811642787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.