Plan Ledger DOL Form 5500 · updated monthly

Tolleson Wealth Management, Inc.benefits

Tolleson Wealth Management Health and Welfare Plan · DALLAS, TX · plan year 2024

Broker compensation reported · 2024
$108,630

Tolleson Wealth Management, Inc.'s benefits plans covered 215 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $108,630 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $505 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 26% from $147,486 in 2023.

Insurance contracts · 20243
VISION SERVICE PLAN · visionpremiums n/a · 157 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 309 covered
BLUECROSS BLUESHIELD OF TEXAS · health drug dentalpremiums n/a · 430 covered
Brokers & agents paid · 20241
LOCKTON COMPANIES, LLC$108,630 · incl $21,249 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 030430021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.