Plan Ledger DOL Form 5500 · updated monthly

Utica Universitybenefits

Utica University Welfare Benefits Plan · UTICA, NY · plan year 2024

Broker compensation reported · 2024
$23,662

Utica University's benefits plans covered 651 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $23,662 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $36 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 19% from $19,889 in 2023.

Insurance contracts · 20245
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 262 covered
EXCELLUS BLUECROSS BLUESHIELD · healthpremiums n/a · 37 covered
FIRST UNUM LIFE INSURANCE COMPANY · lifepremiums n/a · 40 covered
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 651 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 486 covered
Brokers & agents paid · 20244
ROBERT G RELPH AGENCY INC$11,812 · incl $179 fees
AFS AGENCY$8,705 · incl $396 fees
ADIRODACK FINANCIAL SERVICES DBA$3,053
IMG$92 · incl $92 fees
Also brokered by Robert G Relph Agency Inc5
ARLOZOROV9, Inc. NY$252,672
Bard College NY$117,046

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 161476258 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.