Plan Ledger DOL Form 5500 · updated monthly

United Capital Financial Advisors, LLCbenefits

United Capital Financial Advisors, LLC Health and Welfare Plan · IRVING, TX · plan year 2024

Broker compensation reported · 2024
$161,270

United Capital Financial Advisors, LLC's benefits plan covered 270 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $161,270 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $597 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20243
AETNA LIFE INSURANCE CO. · healthpremiums n/a · 513 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 270 covered
VISION SERVICE PLAN · visionpremiums n/a · 184 covered
Brokers & agents paid · 20242
LOCKTON COMPANIES, LLC$100,706 · incl $59,174 fees
USI INSURANCE SERVICES LLC$60,564 · incl $48,315 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 270493248 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.