Plan Ledger DOL Form 5500 · updated monthly

Visio Financial Services, Inc.benefits

Visio Financial Services, Inc. Health and Welfare Plan · AUSTIN, TX · plan year 2024

Broker compensation reported · 2024
$88,099

Visio Financial Services, Inc.'s benefits plan covered 189 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $88,099 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $466 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20242
BLUE CROSS BLUE SHIELD OF TEXAS · health drug hmo ppopremiums n/a · 263 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 189 covered
Brokers & agents paid · 20242
CENTRO BENEFITS GROUP LLC$8,095 · incl $8,095 fees
Also brokered by Nfp5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 371739594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.