Plan Ledger DOL Form 5500 · updated monthly

Twinstar Credit Unionbenefits

Twinstar Credit Union Health & Welfare Benefit Plan · OLYMPIA, WA · plan year 2024

Broker compensation reported · 2024
$52,756

Twinstar Credit Union's benefits plans covered 517 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $262,311. Insurance brokers and agents were paid $52,756 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 20.1% of premiums. That is $102 per covered person, below the median for employer plans that report broker pay. Broker pay fell 58% from $125,132 in 2023.

Insurance contracts · 202412
STANDARD INSURANCE COMPANY · life ltd$218K · 493 covered
STANDARD INSURANCE COMPANY · life std ltd$31K · 318 covered
WILLAMETTE DENTAL OF WASHINGTON, INC. · dental$13K · 129 covered
PACIFICSOURCE HEALTH PLANS · health drug visionpremiums n/a · 512 covered
CANOPY, INCpremiums n/a · 317 covered
CONTINENTAL AMERICAN INSURANCE COMPANY · dentalpremiums n/a · 14 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 517 covered
CANOPY EAPpremiums n/a · 517 covered
VISION SERVICE PLAN · visionpremiums n/a · 487 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 34 covered
Brokers & agents paid · 20248
JOHN HARRIS$14,467
JUDY INEZ BUCHOLTZ$2,121 · incl $106 fees
FINANCIAL SERVICES MANAGEMENT GROUP$1,603
KPD INSURANCE, LLC$16,313
WILSON ALBERS AN ALERA GROUP AGENCY$16,352 · incl $6,555 fees
JANIS LUKEHART AND VARIOUS AGENTS$161 · incl $44 fees
ROBIN D HUDSON & VARIOUS AGENTS$19
8 individual agents · names withheld$1,720

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 910440744 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.