Plan Ledger DOL Form 5500 · updated monthly

Rally Credit Unionbenefits

Rally Credit Union Health Plan · CORPUS CHRISTI, TX · plan year 2024

Broker compensation reported · 2024
$179,438

Rally Credit Union's benefits plans covered 657 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $179,438 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $273 per covered person, above the median for employer plans that report broker pay. Broker pay rose 2.2% from $175,620 in 2023.

Insurance contracts · 20246
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 1,113 covered
SUPERIOR VISION PLAN OF TEXAS · visionpremiums n/a · 1,129 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 753 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 142 covered
TOKIO MARINE HCCpremiums n/a · 693 covered
TELADOC HEALTHpremiums n/a · 794 covered
Brokers & agents paid · 20245
GALLAGHER BENEFIT SERVICES, INC.$145,173 · incl $17,153 fees
ROGER GARZA, JR$22,016
JACQUELINE SKWAREK$8,783
IMAGINE 360$2,901 · incl $2,901 fees
Individual agent · names withheld$565

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Gallagher5
Chem Carriers, LLC LA$5,531,992

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 741237070 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.