Plan Ledger DOL Form 5500 · updated monthly

Transforming Age Associates, LLCbenefits

Transforming Age Associates Wrap Plan · BELLEVUE, WA · plan year 2024

Broker compensation reported · 2024
$42,734

Transforming Age Associates, LLC's benefits plans covered 194 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $18,758. Insurance brokers and agents were paid $42,734 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 227.8% of premiums. That is $220 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20243
WILLAMETTE DENTAL OF WASHINGTON, INC. · dental$19K · 42 covered
VISION SERVICE PLAN · visionpremiums n/a · 457 covered
SYMETRA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 194 covered
Brokers & agents paid · 20242
USI INSURANCE SERVICES NORTHWEST$40,476 · incl $232 fees
Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 920770430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.