Plan Ledger DOL Form 5500 · updated monthly

Tricon American Homesbenefits

Tricon Residential Welfare Benefits Plan · TUSTIN, CA · plan year 2024

Broker compensation reported · 2024
$680,377

Tricon American Homes's benefits plans covered 910 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $680,377 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $748 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 2.9% from $661,235 in 2023.

Insurance contracts · 20247
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug hmo ppopremiums n/a · 638 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 245 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 18 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 144 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 925 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 35 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 103 covered
Brokers & agents paid · 20241
MARSH & MCLENNAN AGENCY LLC$680,377 · incl $30,005 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 471254912 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.