Plan Ledger DOL Form 5500 · updated monthly

Strategies 360benefits

Strategies 360 Employee Benefit Plan · SEATTLE, WA · plan year 2024

Broker compensation reported · 2024
$63,687

Strategies 360's benefits plans covered 72 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $63,687 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $885 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 31% from $92,646 in 2023.

Insurance contracts · 20247
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 70 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 9 covered
UNIVERSITY HEALTH ALLIANCE · health drugpremiums n/a · 10 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 72 covered
UNITED HEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 101 covered
DELTA DENTAL OF WASHINGTON · dentalpremiums n/a · 68 covered
VISION SERVICE PLAN · visionpremiums n/a · 69 covered
Brokers & agents paid · 20244
PARKER SMITH & FEEK INC.$49,650
PSH INSURANCE$3,137
PARKER, SMITH & FEEK$10,021 · incl $471 fees
Individual agent · names withheld$879

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 Parker Smith & Feek Inc.5
Ro Health, Inc. WA$178,345
Echodyne Corp WA$116,299

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 911304555 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.