Plan Ledger DOL Form 5500 · updated monthly

Valued Relationships, Inc.benefits

Valued Relationships, Inc. Employee Benefit Plan · FRANKLIN, OH · plan year 2023

Broker compensation reported · 2023
$34,060

Valued Relationships, Inc.'s benefits plan covered 615 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $34,060 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $55 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20232
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 615 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 572 covered
Brokers & agents paid · 20234
WATCHTOWER BENEFITS, LLC$3,741 · incl $3,741 fees
MCGOHAN BRABENDER AGENCY INC$424 · incl $421 fees
Also brokered by Cbiz5
Extensis Group, LLC NJ$4,798,685

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 311274364 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.