Plan Ledger DOL Form 5500 · updated monthly

The Board of Trustees of the Catholic Charities USA Employee Welfare Bbenefits

Catholic Charities USA and Participating Employers Master Welfare Benefit Plan · ALEXANDRIA, VA · plan year 2024

Broker compensation reported · 2024
$105,703

The Board of Trustees of the Catholic Charities USA Employee Welfare B's benefits plans covered 2,733 active participants in 2024, providing health · dental · vision. Insurance premiums totaled $233,353. Insurance brokers and agents were paid $105,703 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 45.3% of premiums. That is $39 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 21% from $87,367 in 2023.

Insurance contracts · 20243
VISION SERVICE PLAN · vision$233K · 2,392 covered
SYMETRA LIFE INSURANCE COMPANY · stop-losspremiums n/a · 2,502 covered
RXBENEFITS, INC. · drugpremiums n/a · 1,977 covered
Brokers & agents paid · 20242
CFA, LLC$105,618 · incl $105,618 fees
Also brokered by Cfa, LLC2
Emerge, Inc. MD$5,044

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 456491273 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.