Plan Ledger DOL Form 5500 · updated monthly

The Opportunity Treebenefits

The Opportunity Tree Health and Welfare Benefit Plan · PHOENIX, AZ · plan year 2024

Broker compensation reported · 2024
$57,425

The Opportunity Tree's benefits plans covered 242 active participants in 2024, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $57,425 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $237 per covered person, above the median for employer plans that report broker pay. Broker pay rose 6.4% from $53,974 in 2023.

Insurance contracts · 20244
UNITED HEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 338 covered
METROPOLITAN LIFE INSURANCE COMPANY · stdpremiums n/a · 34 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 59 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 242 covered
Brokers & agents paid · 20243
BROWN & BROWN INS OF ARIZONA INC$56,360 · incl $47,526 fees
WATCHTOWER BENEFITS LLC$302 · incl $60 fees
Individual agent · names withheld$763

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 Brown & Brown5
Srm Concrete, LLC TN$1,315,284

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 860180419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.