Plan Ledger DOL Form 5500 · updated monthly

University Financial Corp. dba Sunrise Banksbenefits

University Financial Corp. Flexible Benefit Plan · SAINT PAUL, MN · plan year 2025

Broker compensation reported · 2025
$197,449

University Financial Corp. dba Sunrise Banks's benefits plans covered 357 active participants in 2025, providing health · life · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $197,449 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $553 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 11% from $177,807 in 2024.

Insurance contracts · 20253
MEDICA INSURANCE COMPANY · health drug ppopremiums n/a · 473 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 357 covered
Brokers & agents paid · 20252
GALLAGHER BENEFIT SERVICES, INC.$87,367 · incl $8,592 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 411557799 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.