Plan Ledger DOL Form 5500 · updated monthly

Refocus Management Services, LLCbenefits

Refocus Management Services, LLC - Core Welfare (Hartford) · WATERBURY, CT · plan year 2024

Broker compensation reported · 2024
$270,000

Refocus Management Services, LLC's benefits plans covered 775 active participants in 2024, providing life · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $270,000 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $348 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20243
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision ppopremiums n/a · 620 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 775 covered
HARTFORD LIFE AND ACCIDENT · lifepremiums n/a · 775 covered
Brokers & agents paid · 20242
THE FOLEY INSURANCE AGENCY INC$99,084 · incl $24,953 fees
FOLEY INS AGENCY INC$170,916 · incl $46,370 fees
Also brokered by The Foley Insurance Agency Inc3

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 832174442 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.