Plan Ledger DOL Form 5500 · updated monthly

Tax Analystsbenefits

Tax Analysts Welfare Benefit Plan · FALLS CHURCH, VA · plan year 2024

Broker compensation reported · 2024
$149,764

Tax Analysts's benefits plans covered 176 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $149,764 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $851 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 0.7% from $150,885 in 2023.

Insurance contracts · 202413
CAREFIRST BLUECHOICE, INC. · health drug hmopremiums n/a · 268 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dentalpremiums n/a · 28 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 342 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 176 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 176 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 176 covered
VISION SERVICE PLAN · visionpremiums n/a · 115 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 69 covered
KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC · healthpremiums n/a · 9 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 41 covered
CIGNA DENTAL HEALTH OF MARYLAND, INC. · dentalpremiums n/a · 4 covered
CIGNA DENTAL HEALTH OF NORTH CAROLINA, INC. · dentalpremiums n/a · 1 covered
CIGNA DENTAL HEALTH OF VIRGINIA, INC. · dentalpremiums n/a · 20 covered
Brokers & agents paid · 20246
DIGITAL INSURANCE LLC$114,931 · incl $91,113 fees
KELLY & ASSOCIATES INSURANCE GROUP$16,222 · incl $16,222 fees
KELLY & ASSOCIATES INS GROUP INC$15,075 · incl $9,322 fees
KELLY & ASSOCIATES INS GROUP INC.$136 · incl $136 fees
Also brokered by Digital Insurance LLC5
Ciox Health, LLC AZ$676,187

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 237073182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.