Plan Ledger DOL Form 5500 · updated monthly

Sunward Financial Corporationbenefits

Sunward Financial Corporation Benefit Plan · DENVER, CO · plan year 2024

Broker compensation reported · 2024
$56,124

Sunward Financial Corporation's benefits plan covered 147 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $56,124 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $382 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20244
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dental visionpremiums n/a · 124 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 122 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 122 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 122 covered
Brokers & agents paid · 20242
IMA, INC.$54,286 · incl $2,070 fees
GALLAGHER BENEFIT SERVICES, INC.$1,838 · incl $1,838 fees
Also brokered by Ima5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 841102893 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.