Plan Ledger DOL Form 5500 · updated monthly

Ultimus Fund Solutions, LLCbenefits

Ultimus Fund Solutions, LLC Health Benefits Plan · CINCINNATI, OH · plan year 2024

Broker compensation reported · 2024
$290,510

Ultimus Fund Solutions, LLC's benefits plans covered 1,102 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $290,510 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $264 per covered person, above the median for employer plans that report broker pay. Broker pay rose 20% from $241,652 in 2023.

Insurance contracts · 20243
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 1,102 covered
UNITEDHEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 1,657 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 1,102 covered
Brokers & agents paid · 20241
USI INSURANCE SERVICES LLC$290,510 · incl $72,523 fees
Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 311663251 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.