Plan Ledger DOL Form 5500 · updated monthly

Trustees-Sheet Metal Workers Local 270 Welfare Fundbenefits

Sheet Metal Workers Local 270 Welfare Fund · TULSA, OK · plan year 2024

Broker compensation reported · 2024
$4,191

Trustees-Sheet Metal Workers Local 270 Welfare Fund's benefits plans covered 723 active participants in 2024, providing health · life · dental · vision · short-term disability. Insurance brokers and agents were paid $4,191 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $6 per covered person, in the bottom quarter of employer plans that report broker pay. Brokers were paid 4.2x the $1,000 reported for 2023.

Insurance contracts · 20244
BLUE CROSS BLUE SHIELD OF OKLAHOMA · dentalpremiums n/a · 737 covered
HUMANA INSURANCE COMPANY · drugpremiums n/a · 15 covered
DEARBORN LIFE INSURANCE COMPANY · lifepremiums n/a · 290 covered
BLUE CROSS BLUE SHIELD OF OKLAHOMA · stop-losspremiums n/a · 727 covered
Brokers & agents paid · 20242
IMA INC$3,436 · incl $3,436 fees
LABOR-FIRST LLC$755
Also brokered by Ima5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 736098088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.