Plan Ledger DOL Form 5500 · updated monthly

Transition Projects, Inc.benefits

Transition Projects Health and Welfare Plan · PORTLAND, OR · plan year 2024

Broker compensation reported · 2024
$97,012

Transition Projects, Inc.'s benefits plans covered 351 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $54,889. Insurance brokers and agents were paid $97,012 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 176.7% of premiums. That is $276 per covered person, above the median for employer plans that report broker pay. Broker pay fell 5.3% from $102,407 in 2023.

Insurance contracts · 20245
WILLAMETTE DENTAL INSURANCE, INC. · dental$55K · 129 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug vision hmo ppopremiums n/a · 251 covered
VISION SERVICE PLAN · visionpremiums n/a · 216 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 190 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 369 covered
Brokers & agents paid · 20247
USI INSURANCE SERVICES LLC$75,888 · incl $30 fees
HEARTSEASE, LLC$7,121 · incl $2,162 fees
DAVID KINNEY$5,698 · incl $1,364 fees
WORKSITE BENEFITS GROUP, INC.$3,733 · incl $2,472 fees
BENEFITS BY DESIGN, INC.$2,342 · incl $578 fees
GABRIEL ANGEL CANALS & OTHER AGENTS$1,202 · incl $446 fees
ISAACSON INSURANCE AGENCY, LLC$1,028 · incl $206 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 930591582 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.