Plan Ledger DOL Form 5500 · updated monthly

Theory Wellnessbenefits

Theory Wellness Health Plan · STONEHAM, MA · plan year 2024

Broker compensation reported · 2024
$45,820

Theory Wellness's benefits plans covered 145 active participants in 2024, providing health · life · dental · vision. Insurance brokers and agents were paid $45,820 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $316 per covered person, above the median for employer plans that report broker pay. Broker pay fell 10% from $51,111 in 2023.

Insurance contracts · 20244
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 145 covered
UNITEDHEALTHCARE INSURANCE COMPANY · dentalpremiums n/a · 135 covered
UNITEDHEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 86 covered
UNITEDHEALTHCARE INSURANCE COMPANY · lifepremiums n/a · 210 covered
Brokers & agents paid · 20241
MARSH & MCLELLAN AGCY LLC - NEW ENG$45,820

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 475615911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.