Plan Ledger DOL Form 5500 · updated monthly

Rise Companies Corp.benefits

Rise Companies Corp. Fundrise Health & Welfare Employee Benefit Plan · WASHINGTON, DC · plan year 2024

Broker compensation reported · 2024
$77,275

Rise Companies Corp.'s benefits plans covered 241 active participants in 2024, providing life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $77,275 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $321 per covered person, above the median for employer plans that report broker pay. Brokers were paid 104.3x the $741 reported for 2023.

Insurance contracts · 20243
GUARDIAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 241 covered
OPTUM HEALTH (UNIMERICA INSURANCE COMPANY) · stop-losspremiums n/a · 233 covered
HAWAII MEDICAL SERVICE ASSOCIATION · healthpremiums n/a · 1 covered
Brokers & agents paid · 20243
ARMFIELD, HARRISON & THOMAS LLC$46,524 · incl $13,100 fees
ACRISURE PARTNERS WEST COAST$25,249 · incl $4,215 fees
THE BALDWIN GROUP MID-ATLANTIC$5,502
Also brokered by Armfield, Harrison & Thomas LLC4

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 454862460 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.