Plan Ledger DOL Form 5500 · updated monthly

Populus Financial Group, Inc.benefits

Populus Financial Group Health and Welfare Plan · IRVING, TX · plan year 2024

Broker compensation reported · 2024
$46,260

Populus Financial Group, Inc.'s benefits plans covered 1,761 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $46,260 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $26 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 34% from $70,302 in 2023.

Insurance contracts · 20247
VISION SERVICE PLAN · visionpremiums n/a · 1,131 covered
PETERSEN INTERNATIONAL UNDERWRITERS · ltdpremiums n/a · 8 covered
STANDARD INSURANCE COMPANY · ltdpremiums n/a · 24 covered
ALPHA DENTAL PROGRAMS, INC. · dentalpremiums n/a · 178 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 105 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,865 covered
Brokers & agents paid · 20249
LPL FINANCIAL CORPORATION$7,653
THE INSURANCE PARTNERS$11,457 · incl $352 fees
AMY GOSWICK$6,098
MEMBERSHIP CATALYTIC, INC.$5,855
IMA$5,320 · incl $5,320 fees
IMA, INC.$3,138
REED HEADLEY SCHNITTKER$2,378
BRYAN WESTON$2,378
KATHRYN KWASNIAK$1,983
Also brokered by Lpl Financial Corporation2

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 752142963 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.