Plan Ledger DOL Form 5500 · updated monthly

The Vista Foundationbenefits

The Vista Foundation Employee Benefit Plan · HERSHEY, PA · plan year 2024

Broker compensation reported · 2024
$23,802

The Vista Foundation's benefits plans covered 317 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $23,802 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $75 per covered person, below the median for employer plans that report broker pay. Broker pay rose 39% from $17,126 in 2023.

Insurance contracts · 20248
HIGHMARK, INC. · visionpremiums n/a · 360 covered
DELTA DENTAL OF PENNSYLVANIA · dentalpremiums n/a · 398 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 340 covered
HM LIFE INSURANCE COMPANY · stop-losspremiums n/a · 254 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 73 covered
UNUM INSURANCE COMPANYpremiums n/a · 33 covered
UNUM INSURANCE COMPANYpremiums n/a · 34 covered
UNUM INSURANCE COMPANYpremiums n/a · 36 covered
Brokers & agents paid · 20244
ENGLE-HAMBRIGHT & DAVIES INC.$16,522 · incl $1,379 fees
ENGLE-HAMBRIGHT & DAVIES, INC.$5,438 · incl $412 fees
ENGLE-HAMBRIGHT & DAVIES INC$1,103 · incl $99 fees
Individual agent · names withheld$739

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 Engle-Hambright & Davies Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 800113235 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.