Plan Ledger DOL Form 5500 · updated monthly

Vizo Financial Corporate Credit Unionbenefits

Vizo Financial Corporate Credit Union Health & Welfare Plan · GREENSBORO, NC · plan year 2024

Broker compensation reported · 2024
$17,139

Vizo Financial Corporate Credit Union's benefits plans covered 156 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $120,878. Insurance brokers and agents were paid $17,139 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 14.2% of premiums. That is $110 per covered person, below the median for employer plans that report broker pay. Broker pay fell 6.8% from $18,381 in 2023.

Insurance contracts · 20243
CAPITAL ADVANTAGE ASSURANCE COMPANY · dental vision$121K · 314 covered
SYMETRA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 161 covered
UNITED HEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 317 covered
Brokers & agents paid · 20241
LOCKTON COMPANIES LLC$17,139 · incl $4,654 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 561295697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.