Plan Ledger DOL Form 5500 · updated monthly

University of Arizona Foundationbenefits

University of Arizona Foundation Employee Benefits Plan · TUCSON, AZ · plan year 2024

Broker compensation reported · 2024
$137,964

University of Arizona Foundation's benefits plans covered 155 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $137,964 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $890 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 13% from $157,712 in 2023.

Insurance contracts · 20243
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 122 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 261 covered
HEALTH ADVOCATE SOLUTIONS, INCpremiums n/a · 158 covered
Brokers & agents paid · 20243
CREST INSURANCE GROUP, LLC$79,000 · incl $79,000 fees
CREST INSURANCE GROUP LLC$35,256 · incl $1,239 fees
GIS BENEFITS INC$23,708 · incl $23,708 fees
Also brokered by Crest Insurance Group, LLC5
Evirts, LLC AZ$89,242
Gadabout, Inc AZ$38,705

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 866050388 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.