Plan Ledger DOL Form 5500 · updated monthly

Sunlight Financial, LLCbenefits

Sunlight Financial, LLC Welfare Plan · CHARLOTTE, NC · plan year 2024

Broker compensation reported · 2024
$119,419

Sunlight Financial, LLC's benefits plans covered 118 active participants in 2024, providing life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $119,419 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,012 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 3.6% from $123,827 in 2023.

Insurance contracts · 20247
AMERITAS LIFE INSURANCE CORP. · dental visionpremiums n/a · 255 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 115 covered
FIRST UNUM LIFE INSURANCE COMPANY · stdpremiums n/a · 22 covered
UNUM LIFE INSURANCE COMPANY · lifepremiums n/a · 56 covered
UNUM INSURANCE COMPANY · healthpremiums n/a · 53 covered
UNUM INSURANCE COMPANY · healthpremiums n/a · 36 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug ppopremiums n/a · 240 covered
Brokers & agents paid · 20245
SCOTT MCCLEARY$85,995
NFP CORPORATE SERVICES SE INC$26,300 · incl $2,588 fees
NFP CORPORATE SERVICES NY LLC$2,731 · incl $2,731 fees
MOSAIC GROUP SERVICES LLC$3,357 · incl $3,357 fees
NFP CORPORATE SERVICES (SE), INC.$1,036 · incl $122 fees
Also brokered by Scott McCleary1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 465653713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.