Plan Ledger DOL Form 5500 · updated monthly

Aligned Equity Partners, LLCbenefits

Aligned Equity Partners, LLC Welfare Benefit Plan · FRANKLIN, TN · plan year 2024

Broker compensation reported · 2024
$16,391

Aligned Equity Partners, LLC's benefits plans covered 123 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $16,391 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $133 per covered person, below the median for employer plans that report broker pay. Broker pay fell 26% from $22,241 in 2023.

Insurance contracts · 20244
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 5 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental life std ltdpremiums n/a · 123 covered
TOKIO MARINE · stop-losspremiums n/a · 92 covered
EYEMED VISION CARE · visionpremiums n/a · 90 covered
Brokers & agents paid · 20245
THE BALDWIN GROUP SOUTHEAST LLC$13,830 · incl $2,109 fees
THREEFLOW$138
Individual agent · names withheld$258

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 The Baldwin Group Southeast LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 454737185 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.