Plan Ledger DOL Form 5500 · updated monthly

Self Financial, Inc.benefits

Self Financial, Inc. Welfare Benefits Plan · AUSTIN, TX · plan year 2024

Broker compensation reported · 2024
$220,132

Self Financial, Inc.'s benefits plans covered 281 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $220,132 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $783 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 5.0x the $43,905 reported for 2023.

Insurance contracts · 20244
BLUECROSS BLUESHIELD OF TEXAS · health drug dental ppopremiums n/a · 607 covered
WORKERS ASSISTANCE PROGRAM, INC.premiums n/a · 288 covered
DEARBORN LIFE INSURANCE COMPANY · visionpremiums n/a · 269 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 284 covered
Brokers & agents paid · 20241
EXPERINS$220,132 · incl $1,674 fees
Also brokered by Experins5
Bestow Inc. TX$137,147
Pinnergy, LTD TX$28,775

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 473596202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.