Plan Ledger DOL Form 5500 · updated monthly

Trustees of the Isas Group Benefits Trustbenefits

Isas Group Benefits Trust Plan · DALLAS, TX · plan year 2024

Broker compensation reported · 2024
$281,877

Trustees of the Isas Group Benefits Trust's benefits plans covered 4,107 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $917,208. Insurance brokers and agents were paid $281,877 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 30.7% of premiums. That is $69 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 57% from $179,400 in 2023.

Insurance contracts · 20246
STANDARD INSURANCE COMPANY · life$588K · 6,616 covered
STANDARD INSURANCE COMPANY · ltd$329K · 6,612 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 3,105 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 5,388 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 3,103 covered
SYMETRA LIFE INSURANCE COMPANY · stop-losspremiums n/a · 3,568 covered
Brokers & agents paid · 20245
LOCKTON COMPANIES LLC$81,184 · incl $81,184 fees
HOLMES MURPHY AND ASSOCIATES LLC$92,877 · incl $35,105 fees
HOLMES MURPHY AND ASSOCIATES INC$65,796 · incl $27,986 fees
EBENEFIT MARKETPLACE LLC$24,759 · incl $24,759 fees
AVANT SPECIALTY BENEFITS LLC$17,261 · incl $17,261 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 731366012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.