Plan Ledger DOL Form 5500 · updated monthly

Plansource Financial Services, Inc.benefits

Plansource Financial Services, Inc. Health and Welfare Benefits Plan · ORLANDO, FL · plan year 2024

Broker compensation reported · 2024
$127,549

Plansource Financial Services, Inc.'s benefits plans covered 337 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $127,549 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $378 per covered person, above the median for employer plans that report broker pay. Broker pay fell 10% from $141,802 in 2023.

Insurance contracts · 20246
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 112 covered
BHSpremiums n/a · 337 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 439 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 268 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 223 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dental visionpremiums n/a · 366 covered
Brokers & agents paid · 20246
DIGITAL INSURANCE LLC$71,546 · incl $16,808 fees
DIGITAL INSURANCE INC$35,655 · incl $7,320 fees
DIGITAL INSURANCE, INC.$2,294 · incl $254 fees
Also brokered by Digital Insurance LLC5
Ciox Health, LLC AZ$676,187

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 593707284 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.