Plan Ledger DOL Form 5500 · updated monthly

Willowtree, Inc.benefits

Willowtree, Inc. Health and Welfare Plan · CHARLOTTESVILLE, VA · plan year 2024

Broker compensation reported · 2024
$304,429

Willowtree, Inc.'s benefits plans covered 669 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $304,429 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $455 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 1.2% from $300,766 in 2023.

Insurance contracts · 20245
CIGNA HEALTH & LIFE INSURANCE COMPANY · health visionpremiums n/a · 604 covered
GUARDIAN · dental vision life std ltdpremiums n/a · 667 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 77 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 176 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 125 covered
Brokers & agents paid · 20245
MCGRIFF INSURANCE SERVICES, LLC.$171,413 · incl $171,363 fees
MARSH & MCLENNAN AGENCY LLC$76,014 · incl $10,664 fees
MARSH & MCLENNAN AGENCY, MCGRIFF$31,857 · incl $31,847 fees
THE BENEFIT COMPANY INC.$17,879
Also brokered by McGriff5
El Camino Hospital CA$1,115,318

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 260422372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.