Plan Ledger DOL Form 5500 · updated monthly

Valeo Financial Advisors LLCbenefits

Ad&D, Optional Life, Dental, Life, Vision, Voluntary LTD, Critical Illness, Voluntary Ad&D, Accident Benefits · CARMEL, IN · plan year 2024

Broker compensation reported · 2024
$30,927

Valeo Financial Advisors LLC's benefits plans covered 0 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $30,927 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. Broker pay rose 44% from $21,519 in 2023.

Insurance contracts · 20244
STARMOUNT LIFE INSURANCE COMPANY · dental visionpremiums n/a · 94 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 174 covered
UNUM INSURANCE COMPANYpremiums n/a · 39 covered
HEALTHJOYpremiums n/a · 168 covered
Brokers & agents paid · 20243
GIBSON INSURANCE AGENCY, INC.$18,922 · incl $4,564 fees
JAMES R. NELLIGAN & ASSOCIATES$10,577 · incl $10,577 fees
MJ INSURANCE$1,428 · incl $248 fees
Also brokered by Gibson Insurance Agency, Inc.5
Forest River, Inc. IN$1,068,751
Boyd Corporation CA$234,190

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 030519130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.