Plan Ledger DOL Form 5500 · updated monthly

Rise, Inc.benefits

Rise, Inc. Employee Welfare Benefit Plan · MESA, AZ · plan year 2024

Broker compensation reported · 2024
$290,203

Rise, Inc.'s benefits plans covered 557 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $4,547,648. Insurance brokers and agents were paid $290,203 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.4% of premiums. That is $521 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 32% from $425,684 in 2023.

Insurance contracts · 20245
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health dental vision$4.5M · 1,031 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 50 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 11 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health hmopremiums n/a · 6 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,054 covered
Brokers & agents paid · 20248
JULIE ALISON KICKER$3,228
KELLY MCGARRY$1,109
NICHOLAS CAFFREY$1,080
LOVITT AND TOUCHE, INC.$204
MJ INSURANCE AND VARIOUS AGENTS$90
2 individual agents · names withheld$204

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 Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 870454287 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.