Plan Ledger DOL Form 5500 · updated monthly

Tucson Residence Foundationbenefits

Tucson Residence Foundation · TUCSON, AZ · plan year 2024

Broker compensation reported · 2024
$7,056

Tucson Residence Foundation's benefits plan covered 204 active participants in 2024, providing life · long-term disability · death benefits. Insurance brokers and agents were paid $7,056 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $35 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20242
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 215 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 213 covered
Brokers & agents paid · 20243
M AND O AGENCIES, INC.$4,521 · incl $663 fees
OROPEZA, NOAH G$1,658 · incl $1,658 fees
M AND O AGENCIES$877 · incl $135 fees
Also brokered by M and O Agencies, Inc.5
Spooner, Inc. AZ$43,128

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 237305278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.