Plan Ledger DOL Form 5500 · updated monthly

United Planning Organizationbenefits

United Planning Organization Health and Welfare Plan · WASHINGTON, DC · plan year 2024

Broker compensation reported · 2024
$136,786

United Planning Organization's benefits plans covered 395 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $136,786 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $346 per covered person, above the median for employer plans that report broker pay. Broker pay rose 37% from $99,926 in 2023.

Insurance contracts · 20246
KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. · health drug hmo ppopremiums n/a · 223 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 352 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 10 covered
VISION SERVICE PLAN · visionpremiums n/a · 143 covered
AFLACpremiums n/a · 110 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 395 covered
Brokers & agents paid · 202410
GALLAGHER BENEFIT SERVICES, INC.$111,036 · incl $5,624 fees
GOLDEN AND COHEN, LLC$7,619
LISA GROOM AND VARIOUS AGENTS$4,039 · incl $390 fees
JASON BARE$3,954 · incl $471 fees
BEVERLY THOMAS$2,736 · incl $273 fees
MICHAEL WALKER$2,565 · incl $256 fees
MID ATLANTIC BENEFITS GROUP, LLC$2,163
ERNESTO MCKENZIE JR.$1,442 · incl $71 fees
IMG$83 · incl $83 fees
Also brokered by Gallagher5
Chem Carriers, LLC LA$5,531,992

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 520788987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.