Plan Ledger DOL Form 5500 · updated monthly

Tradition Management, LLCbenefits

Tradition Senior Living dba Tradition Management, LLC Wrap Plan · DALLAS, TX · plan year 2023

Broker compensation reported · 2023
$99,411

Tradition Management, LLC's benefits plan covered 644 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $99,411 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $154 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20232
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 459 covered
UNITEDHEALTHCARE INSURANCE COMPANY · life std ltdpremiums n/a · 659 covered
Brokers & agents paid · 20231
HIGGINBOTHAM INSURANCE AGENCY$99,411 · incl $49,851 fees
Also brokered by Higginbotham Insurance Agency5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 262648034 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.