Plan Ledger DOL Form 5500 · updated monthly

Valley Financial Credit Unionbenefits

Valley Financial Credit Union Health Plan · BILLINGS, MT · plan year 2024

Broker compensation reported · 2024
$57,290

Valley Financial Credit Union's benefits plans covered 141 active participants in 2024, providing health · life · dental · vision · long-term disability. Insurance brokers and agents were paid $57,290 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $406 per covered person, above the median for employer plans that report broker pay. Broker pay rose 18% from $48,724 in 2023.

Insurance contracts · 20246
BLUE CROSS BLUE SHIELD · health drugpremiums n/a · 141 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 121 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 235 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 121 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 121 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 40 covered
Brokers & agents paid · 20241
MIRIAM AVERY INSURANCE AGENCY, INC.$57,290

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 810247124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.