Plan Ledger DOL Form 5500 · updated monthly

Aesse Investments LTDbenefits

Aesse Investments, LTD Wrap Plan · SHEBOYGAN, WI · plan year 2024

Broker compensation reported · 2024
$97,027

Aesse Investments LTD's benefits plans covered 570 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $1,986,294. Insurance brokers and agents were paid $97,027 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.9% of premiums. That is $170 per covered person, below the median for employer plans that report broker pay. Broker pay fell 14% from $113,243 in 2023.

Insurance contracts · 20246
BLUE CROSS BLUE SHIELD OF MICHIGAN · health drug ppo$1.4M · 240 covered
BLUE CARE NETWORK OF MICHIGAN · health drug hmo$623K · 133 covered
AETNA INTERNATIONALpremiums n/a · 35 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 472 covered
UNITEDHEALTHCARE INSURANCE COMPANY · life std ltdpremiums n/a · 570 covered
Brokers & agents paid · 20246
JEFFERY SCHULTZ$55,695
SHANNON A LADING$6,812
ACRISURE$3,014 · incl $3,014 fees
8 individual agents · names withheld$796

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.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 341828144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.