Plan Ledger DOL Form 5500 · updated monthly

US Data Management, LLCbenefits

Usdm Health & Welfare Plan · SANTA BARBARA, CA · plan year 2024

Broker compensation reported · 2024
$109,387

US Data Management, LLC's benefits plans covered 115 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $109,387 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $951 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 21% from $137,802 in 2023.

Insurance contracts · 20243
AETNA HEALTH OF CALIFORNIA, INC. · health drug hmopremiums n/a · 5 covered
AETNA LIFE INSURANCE COMPANY · health drug dental visionpremiums n/a · 147 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 114 covered
Brokers & agents paid · 20244
HUB INTL MTN STATES LTD$17,082
HUB INTL MIDWEST LIMITED$4,381 · incl $4,381 fees
HUB INTL MOUNTAIN STATES LTD$87,595
SEQUOIA BENEFITS AND INS SRVC LLC$329 · incl $329 fees
Also brokered by Hub Intl Mtn States LTD1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 770543352 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.