Plan Ledger DOL Form 5500 · updated monthly

Vantage West Credit Unionbenefits

Vantage West Credit Union Benefit Welfare Plan · TUCSON, AZ · plan year 2024

Broker compensation reported · 2024
$85,932

Vantage West Credit Union's benefits plans covered 486 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $85,932 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $177 per covered person, below the median for employer plans that report broker pay. Broker pay fell 2.7% from $88,337 in 2023.

Insurance contracts · 20247
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 21 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 465 covered
VISION SERVICE PLAN · visionpremiums n/a · 361 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 486 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 187 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 159 covered
Brokers & agents paid · 202411
CBIZ BENEFITS & INSURANCE SVCS INC$64,381 · incl $16,732 fees
FMLA SOURCE INC$8,497 · incl $8,497 fees
R AND T FIGUEROA LLC$3,608 · incl $90 fees
CBIZ BENEFITS & INSURANCE SERVICES$6,273 · incl $27 fees
KURZ & VALDEZ BENEFIT ENROLLMENT$1,234 · incl $675 fees
BST COMPANIES INC$860
MARQUEZ BENEFIT GROUP LLC$106
EC BENEFITS INC$35
JB & H LLC$14
10 individual agents · names withheld$432

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Cbiz5
Tumi, Inc. NJ$1,238,886
V2X Inc. CO$941,238

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 860120482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.