Plan Ledger DOL Form 5500 · updated monthly

Accordion Partners LLCbenefits

Accordion Partners, LLC Employee Health and Welfare Benefits Plan · NEW YORK, NY · plan year 2024

Previously filed as Accordion Partners, LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$546,780

Accordion Partners LLC's benefits plans covered 514 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $546,780 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,064 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 21% from $451,972 in 2023.

Insurance contracts · 20245
ANTHEM BLUE CROSS BLUE SHIELD · health drug vision ppopremiums n/a · 1,054 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 13 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 531 covered
ANTHEM LIFE AND DISABILITY INSURANCE COMPANY · lifepremiums n/a · 502 covered
ANTHEM BLUE CROSS BLUE SHIELD · lifepremiums n/a · 417 covered
Brokers & agents paid · 20243
SEQUOIA BENEFITS AND INS. SCVS. LLC$535,441 · incl $23,242 fees
WORLD INSURANCE ASSOCIATES LLC$9,677
WORLD INSURANCE ASSOCIATES, LLC$1,662

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 264029427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.