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Section 408(b)(2) of the Employee Retirement Income Security Act (ERISA) requires disclosure of fees, compensation, and other plan information to plan sponsors. The objective of this disclosure is to provide you, the plan fiduciary, with a comprehensive statement of the compensation we may receive related to providing you with options for offering health benefits and services to your employees. This disclosure is intended to assist you in selecting providers for your benefit plan and to assist you as you fulfill your obligations to the Plan and plan participants
Carrier / Plan | Conditions | Commission |
|---|---|---|
90 Degrees TPA | 2 - 100 | Single Case Agreement* |
Aetna AFA | 2 - 250 Enrolled | Single Case Agreement* |
Allsavers | 2 - 100 | Single Case Agreement* |
BAC TPA | 2 - 250 Enrolled | Single Case Agreement* |
* fees contingent upon services offered
Anthem BC/BS
2-50 ACA / Grandmothered 2-50
Plan | Conditions / Written | Commission |
|---|---|---|
2-50 ACA | n/a | ? |
Grandmothered 2-50 | n/a | ? |
SOCA MEWA | (5/1/2016 to 12/31/2018) | $26 |
SOCA MEWA | 1/1/2019 and after | $30 |
Key Accounts 50-99 | effective on or after 10/1/2022 | $35 |
Key Accounts 50-99 | between 1/1/2019 and 9/30/2022 | $35 |
Key Accounts 50-99 | between 5/1/2017 and 12/31/2018 | $31 |
Key Accounts 50-99 | between 5/1/2014 and 4/30/2017 | $29 |
ERC 50-99 Eligible | n/a | $35 |
ERC 100+ Enrolled | n/a | $31 |
New Sales Bonus for 01/01/2023 effective dates submit by 11/15/2021 | n/a | $75 |
New Sales Bonus for 01/01/2023 effective dates submit by 11/15/2021 | n/a | $60 |
New Sales Bonus for 01/01/2023 effective dates submit by 11/15/2021 | n/a | $50 |
New Sales Bonus for 01/01/2023 effective dates submit by 11/15/2021 | n/a | $35 |
Medical Mutual of Ohio
Plan | Conditions | Commission YR1 | Renewal |
|---|---|---|---|
2-50 ACA | 1 - 9 employees | $25 | $20 |
2-50 ACA | 10 - 50 employees | $35 | $30 |
Builders Exchange MEWA | 2 - 49 employees | $60 | n/a |
COSE MEWA | 1 employee only | $25 | $20 |
COSE MEWA | prior to 1/1/2022; 2-9 employees | $40 | $20 |
COSE MEWA | 1/1/2022 and after; 10-50 employees | $50 | $30 |
MMO 100 plus enrolled | Single Case Agreement signed by producer and employer | ||
Cell | 50 - 149 | $2 | $2 |
Cell | 150 - 249 | $4 | $4 |
Cell | 250 - 399 | $7 | $7 |
Cell | 400 - 599 | $10 | $10 |
Cell | 600 + | $14 | $14 |
Sidecar
Plan | Conditions | Commission YR1 | Renewal |
|---|---|---|---|
50+ Eligible / 15+ Enrolled | n / a | $22 | $22 |
United Healthcare
Plan | Conditions | Commission YR1 | Renewal |
|---|---|---|---|
2-4 ACA | ACA | $5 | $5 |
5-50 enrolled | ACA | $27 | $24 |
Grandmothered 2-50 | n / a | Cell | Cell |
UHC MEWA 2-50 | n / a | Cell | Cell |
UHC Level Funded 2-50 | n / a | Single Case Agreement | |
UHC Large Group Fully Insured | n / a | Single Case Agreement | |
Quarterly Medical bonus based on growth and retention ranging from $1 pepm to $8 pepm
United Health and Life
Plan | Commission |
|---|---|
10+ Enrolled | 7% Stop-Loss Premium |
Anthem Blue Cross
Enrolled | Conditions | Commission |
|---|---|---|
2 - 150 | n/a | 10% |
Delta Dental of Ohio
Enrolled | Conditions | Commission |
|---|---|---|
1 - 24 subs | Cell | 10.00% |
25 - 49 | Cell | 775.00% |
50 - 99 | Cell | 625.00% |
100 - 199 | Cell | 475.00% |
200 - 499 | Cell | 3.00% |
500 - 999 | Cell | 2.00% |
3 groups / 50 - 99 | Incentive - New Sales | $8 |
4 groups / 100 - 249 | Incentive - New Sales | $9 |
5 groups / 250 - 499 | Incentive - New Sales | $10 |
6 groups / 500 - 750 | Incentive - New Sales | $11 |
Retention 95 - 97.4% | Retention Bonus | $0.50 |
Retention 97.5 - 99.9% | Retention Bonus | $0.75 |
Retention 100% | Retention Bonus | $1 |
Medical Mutual
Enrolled | Commission |
|---|---|
1 - 9 | 6.00% |
10 - 50 | 5.00% |
51 - 99 | 4.00% |
Mutual of Omaha
Enrolled | Commission |
|---|---|
0 - 4,999 | 10.00% |
5,000 - 9,999 | 7.50% |
10,000 - 29,999 | 5.00% |
30,000 - 39,999 | 3.50% |
40,000 - 49,999 | 3.00% |
50,000 - 59,999 | 2.00% |
60,000 - 249,999 | 1.80% |
Principal Insurance Company
Premium | Commission* |
|---|---|
First $5,000 | 10.00% |
Next $5,000 | 6.50% |
Next $15,000 | 3.00% |
Next $25,000 | 2.50% |
Next $100,000 | 2.00% |
Next $350,000 | 1.50% |
Excess over $500,000 | 1.00% |
*Incentive comp based on Production
The Standard
Enrolled | Commission* |
|---|---|
0 - 4,999 | 10.00% |
5,000 - 9,999 | 6.50% |
10,000 - 29,999 | 3.00% |
30,000 - 39,999 | 2.50% |
40,000 - 49,999 | 2.00% |
50,000 - 59,999 | 1.50% |
60,000 - 249,999 | 1.00% |
*Incentive and Retention bonuses of up to 6% based on performance
United Healthcare
Enrolled / Premium | Commission* |
|---|---|
2 - 50 enrolled | |
51 - 5,000 enrolled | |
next $15,000 | 7.50% |
next $15,000 | 5.00% |
next $20,000 | 2.50% |
above $60,000 | 1.50% |
Incentive bonus of up to $4 based on Retention
New Business Incentive of up to 6% based on new sales
Anthem Blue Cross
Enrolled | Commission |
|---|---|
2 - 250 | 10% |
Mutual of Omaha
Enrolled | Commission |
|---|---|
0 - 4,999 | 10.00% |
5,000 - 9,999 | 7.50% |
10,000 - 29,999 | 5.00% |
30,000 - 39,999 | 3.50% |
40,000 - 49,999 | 3.00% |
50,000 - 59,999 | 2.00% |
60,000 - 249,999 | 1.80% |
1 - 9 Enrolled | 6% |
10 - 50 Enrolled | 5% |
51 - 99 Enrolled | 4% |
Principal Insurance Company
Premium | Commission |
|---|---|
First $5,000 | 10.00% |
Next $5,000 | 8.00% |
Next $15,000 | 6.00% |
Next $25,000 | 4.00% |
Next $100,000 | 3.00% |
Next $350,000 | 2.00% |
Excess over $500,000 | 1.60% |
The Standard
Enrolled | Commission* |
|---|---|
0 - 4,999 | 10.00% |
5,000 - 9,999 | 6.50% |
10,000 - 29,999 | 3.00% |
30,000 - 39,999 | 2.50% |
40,000 - 49,999 | 2.00% |
50,000 - 59,999 | 1.50% |
60,000 - 249,999 | 1.00% |
*Incentive and Retention bonuses of up to 6% based on performance
United Healthcare
Enrolled | Commission |
|---|---|
2 - 5,000 | 10.00% |
VSP
Enrolled | Commission |
|---|---|
2 + | 10.00% |
Anthem Blue Cross
Product | Commission |
|---|---|
Group Life | 10% |
Medical Mutual of Ohio
Premium | Commission |
|---|---|
First $25,000 | 12% |
Next $15,000 | 8% |
Next $10,000 | 5% |
Over $50,000 | 1% |
Mutual of Omaha
Enrolled | Commission |
|---|---|
0 - 29,999 | 10.00% |
30,000 - 49,000 | 5.00% |
50,000 - 99,999 | 2.50% |
100,000 - 199,999 | 1.00% |
200,000 - 999,999 | 0.50% |
Principal Insurance Company
Premium | Commission* |
|---|---|
First $5,000 | 10.00% |
Next $5,000 | 6.50% |
Next $15,000 | 3.00% |
Next $25,000 | 2.50% |
Next $100,000 | 2.00% |
Next $350,000 | 1.50% |
Excess over $500,000 | 1.00% |
*Incentive comp based on Production
The Standard
Premium | Commission* |
|---|---|
First $2,000 | 15.00% |
$2,001 - $10,000 | 10.00% |
$10,001 - $25,000 | 6.00% |
$25,001 - $50,000 | 4.00% |
$50,001 - $100,000 | 2.00% |
$100,001 - $250,000 | 1.00% |
*Incentive and Retention bonuses of up to 6% based on performance
United Healthcare
Enrolled | Commission |
|---|---|
up to 50 enrolled employees | 10% |
51 - 5,000 employees
Premium | Commission |
|---|---|
First $25,000 | 10.00% |
Next $25,000 | 7.00% |
Next $50,000 | 3.00% |
Next $100,000 | 2.00% |
After $200,000 | 1.00% |
Anthem Blue Cross
Product | Commission |
|---|---|
Short-Term Disability | 15% |
Medical Mutual of Ohio
Premium | Commission |
|---|---|
First $25,000 | 12% |
Next $15,000 | 8% |
Next $10,000 | 5% |
Over $50,000 | 1% |
Mutual of Omaha
Premium | Commission |
|---|---|
0 - $29,999 | 10.00% |
$30,000 - $49,999 | 5.00% |
$50,000 - $99,999 | 2.50% |
$100,000 - $199,999 | 1.00% |
$200,000 - $999,999 | 0.50% |
Principal Insurance Company
Premium | Commission |
|---|---|
First $5,000 | 10.00% |
Next $5,000 | 8.00% |
Next $15,000 | 6.00% |
Next $25,000 | 4.00% |
Next $100,000 | 3.00% |
Next $350,000 | 2.00% |
Excess over $500,000 | 1.60% |
The Standard
Premium | Commission* |
|---|---|
First $2,000 | 15.00% |
$2,001 - $10,000 | 10.00% |
$10,001 - $25,000 | 6.00% |
$25,001 - $50,000 | 4.00% |
$50,001 - $100,000 | 2.00% |
$100,001 - $250,000 | 1.00% |
*Incentive and Retention bonuses of up to 6% based on performance
United Healthcare
2 - 50 employees
Premium | Commission |
|---|---|
First $15,000 | 10.00% |
Next $10,000 | 7.00% |
Next $25,000 | 3.00% |
Over $50,000 | 2.00% |
51 - 5,000 employees
Premium | Commission |
|---|---|
First $15,000 | 10.00% |
Next $10,000 | 7.00% |
Next $25,000 | 3.00% |
Over $50,000 | 2.00% |
Anthem Blue Cross
Product | Commission |
|---|---|
Long-Term Disability | 15% |
Medical Mutual of Ohio
Premium | Commission |
|---|---|
First $25,000 | 15% |
Next $15,000 | 10% |
Next $10,000 | 5% |
Over $50,000 | 1% |
Mutual of Omaha
Premium | Commission |
|---|---|
0 - $14,999 | 15% |
$15,000 - $24,999 | 10% |
$25,000 - $49,999 | 5% |
$50,000 - $99,999,999 | 1% |
Principal Insurance Company
Premium | Commission |
|---|---|
First $5,000 | 10% |
Next $5,000 | 8% |
Next $15,000 | 6% |
Next $25,000 | 4% |
Next $100,000 | 3% |
Next $350,000 | 2% |
Excess over $500,000 | 1.6% |
The Standard
Premium | Commission* |
|---|---|
First $15,000 | 15% |
$15,001 - $25,000 | 10% |
$25,001 - $50,000 | 5% |
$50,000 and above | 1% |
*Incentive and Retention bonuses of up to 6% based on performance
United Healthcare
2 - 50 employees
Premium | Commission |
|---|---|
First $15,000 | 15% |
Next $10,000 | 10% |
Next $25,000 | 5% |
Over $50,000 | 1% |
51 - 5,000 employees
Premium | Commission |
|---|---|
First $15,000 | 15% |
Next $10,000 | 10% |
Next $25,000 | 5% |
Over $50,000 | 1% |
Mutual of Omaha
Premium | Commission |
|---|---|
0 - $14,999 | 15% |
$15,000 - $24,999 | 10% |
$25,000 - $49,999 | 5% |
$50,000 - $99,999,999 | 1% |
Reliance Standard Insurance
Premium | Commission |
|---|---|
All Premiums | 20% |
The Standard
Premium | Commission* |
|---|---|
All Premiums | 20% |
*Incentive and Retention bonuses of up to 6% based on performance
United Healthcare
Enrolled | Commission |
|---|---|
51 - 99 | 15% |
100 - 500 | 13% |
501 - 999 | 11.5% |
1,000 and above | 10% |
Mutual of Omaha
Premium | Commission |
|---|---|
0 - $14,999 | 15% |
$15,000 - $24,999 | 10% |
$25,000 - $49,999 | 5% |
$50,000 - $99,999,999 | 1% |
Reliance Standard Insurance
Premium | Commission |
|---|---|
All Premiums | 20% |
The Standard
Premium | Commission* |
|---|---|
All Premiums | 20% |
*Incentive and Retention bonuses of up to 6% based on performance
United Healthcare
Enrolled | Commission |
|---|---|
51 - 99 | 15% |
100 - 500 | 13.5% |
501 - 999 | 12.75% |
1,000 and above | 11% |
Mutual of Omaha
Premium | Commission |
|---|---|
0 - $30,000 | 15% |
$30,001 - $50,000 | 9% |
$50,001 - $100,000 | 6% |
$100,001 - $200,000 | 4% |
$200,001 - $99,999,999 | 1.5% |
Reliance Standard Insurance
Premium | Commission |
|---|---|
All Premiums | 13% |
The Standard
Premium | Commission* |
|---|---|
All Premiums | 20% |
*Incentive and Retention bonuses of up to 6% based on performance
Reliance Standard Insurance
Premium | Commission |
|---|---|
All Premiums | 15% |
The Standard
Premium | Commission* |
|---|---|
All Premiums | 20% |
*Incentive and Retention bonuses of up to 6% based on performance
United Healthcare
Enrolled | Commission |
|---|---|
51 - 99 | 15% |
100 - 500 | 13% |
501 - 999 | 11.5% |
1,000 and above | 10% |
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