Plan Ledger DOL Form 5500 · updated monthly

United Financial Groupbenefits

United Financial Group, Inc. Employee Benefits Plan · APPLETON, WI · plan year 2023

Broker compensation reported · 2023
$29,707

United Financial Group's benefits plan covered 112 active participants in 2023, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $61,596. Insurance brokers and agents were paid $29,707 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 48.2% of premiums. That is $265 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20238
DELTA DENTAL OF WISCONSIN · dental$62K · 78 covered
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 64 covered
THEDACAREpremiums n/a · 123 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 122 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 156 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 154 covered
Brokers & agents paid · 20233
JOHNSON INSURANCE SERVICES LLC$13,351 · incl $1,407 fees
RSC INSURANCE BROKERAGE$1,773 · incl $1,773 fees
Also brokered by Johnson Insurance Services LLC5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 391310134 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.