Plan Ledger DOL Form 5500 · updated monthly

Valley Special Needs (Valley Community Services)benefits

Valley Special Needs Health & Welfare Plan · MT. PLEASANT, PA · plan year 2024

Broker compensation reported · 2024
$30,697

Valley Special Needs (Valley Community Services)'s benefits plan covered 441 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $20,443. Insurance brokers and agents were paid $30,697 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 150.2% of premiums. That is $70 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20244
VISION BENEFITS OF AMERICA · vision$20K · 180 covered
AMERICAN FIDELITY ASSURANCE COMPANY · healthpremiums n/a · 80 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 441 covered
BERKLEY LIFE AND HEALTH INSURANCE CO. · stop-losspremiums n/a · 138 covered
Brokers & agents paid · 20244
COURY HEALTH SERVICES LLC$20,801 · incl $1,849 fees
ALERA GENERAL AGENCY$8,050 · incl $1,624 fees
ALERA GROUP DBA COURY HEALTH SRVCS$1,821
ALERA GROUP INC$25 · incl $25 fees
Also brokered by Coury Health Services LLC5
McKissock LLC PA$92,366

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 251292796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.