Plan Ledger DOL Form 5500 · updated monthly

Tri-Valley, Inc.benefits

Tri-Valley, Inc. Health and Welfare Benefits Plan · DUDLEY, MA · plan year 2024

Broker compensation reported · 2024
$64,662

Tri-Valley, Inc.'s benefits plans covered 279 active participants in 2024, providing health · life · vision · long-term disability. Insurance brokers and agents were paid $64,662 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $232 per covered person, above the median for employer plans that report broker pay. Broker pay fell 21% from $81,948 in 2023.

Insurance contracts · 20244
EQUITABLE · lifepremiums n/a · 153 covered
EQUITABLE · ltdpremiums n/a · 154 covered
UNITED HEALTH CARE · healthpremiums n/a · 279 covered
Brokers & agents paid · 20243
BAYSTATE BENEFIT SERVICES, INC$61,275 · incl $12,420 fees
BAYSTATE BENEFIT SERVICES$1,251
INDIGO INSURANCE SERVICES$2,136 · incl $2,136 fees
Also brokered by Baystate Benefit Services, Inc5
Edge One, LLC MA$60,469

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 042594201 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.