Plan Ledger DOL Form 5500 · updated monthly

Sagewater LLCbenefits

Group Welfare Benefits Plan · ALEXANDRIA, VA · plan year 2024

Broker compensation reported · 2024
$93,924

Sagewater LLC's benefits plans covered 188 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $93,924 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $500 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 8.6% from $86,447 in 2023.

Insurance contracts · 20246
GROUP HOSPITALIZATION MEDICAL SERVICES AND CAREFIRST BLUE CHOICE INC · health drug dental vision hmopremiums n/a · 206 covered
GROUP HOSPITALIZATION MEDICAL SERVICES AND CAREFIRST BLUE CHOICE INC · health drug dental vision hmopremiums n/a · 206 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 108 covered
RELIANCE STANDARD LIFE INSURANCE · std ltdpremiums n/a · 97 covered
UNITEDHEALTHCARE INSURANCE COMPANY · life stdpremiums n/a · 96 covered
UNITEDHEALTHCARE INSURANCE COMPANY · life stdpremiums n/a · 96 covered
Brokers & agents paid · 20244
COPPERDUNN LLC$55,874 · incl $51,958 fees
PATRICK DUNN JR$17,320
KELLY AND ASSOCIATES INSURANCE GROU$20,502 · incl $17,808 fees
Individual agent · names withheld$228

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.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 541498682 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.