Plan Ledger DOL Form 5500 · updated monthly

Trend Health Partners, LLCbenefits

Trend Health Partners, LLC Health and Welfare Plan · HUNT VALLEY, MD · plan year 2024

Broker compensation reported · 2024
$412,415

Trend Health Partners, LLC's benefits plans covered 354 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $412,415 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,165 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 74% from $236,883 in 2023.

Insurance contracts · 20243
CAREFIRST OF MARYLAND, INC. · health drug dental vision ppopremiums n/a · 716 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 354 covered
Brokers & agents paid · 202411
WILLIAM SPENCE$211,296 · incl $201,374 fees
ADVOCATE, INC.$92,527 · incl $83,987 fees
AMWINS CONNECT ADMINISTRATORS, INC.$31,396 · incl $31,006 fees
ADVOCATE NAVA BENEFITS$22,600
MATHER & STROHL ADMIN SERVICES, LLC$17,499 · incl $17,499 fees
THE HILB GROUP OF MARYLAND, LLC$12,443 · incl $2,584 fees
CENTERSTONE INS. & FIN SER$5,039 · incl $5,039 fees
WILLIAM M. SPENCE$15,342
THE HILB GROUP OF MARYLAND$3,118 · incl $641 fees
CENTERSTONE INS & FIN SER$1,066 · incl $777 fees
FINANCIAL BALANCE GROUP, LLC$89

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 832044663 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.