Plan Ledger DOL Form 5500 · updated monthly

Winsouth Credit Unionbenefits

Winsouth Credit Union Health and Welfare Benefit Plan · GADSDEN, AL · plan year 2024

Broker compensation reported · 2024
$21,619

Winsouth Credit Union's benefits plan covered 99 active participants in 2024, providing health · long-term disability · life · other. Insurance premiums totaled $1,419,304. Insurance brokers and agents were paid $21,619 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 1.5% of premiums. That is $218 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20244
BLUE CROSS AND BLUE SHIELD OF ALABAMA · health drug ppo$1.4M · 94 covered
GUARDIAN · lifepremiums n/a · 100 covered
PRINCIPAL LIFE INSURANCE COMPANY · lifepremiums n/a · 79 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 99 covered
Brokers & agents paid · 20247
LANZA & ASSOCIATES LLC$11,294
SOUTHERN WEALTH STRATEGIES LLC$7,838
STEPHEN CHARLES LANZA$1,257
CENTRO BENEFITS RESEARCH LLC$471 · incl $471 fees
THE PRIESTLEY COMPANY$454
TATIANA NEUMAN, LLC$24
Individual agent · names withheld$281

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 Lanza & Associates LLC1

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 630371386 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.