Plan Ledger DOL Form 5500 · updated monthly

Allen Tate Real Estate, LLCbenefits

Allen Tate Company Cafeteria Plan · CHARLOTTE, NC · plan year 2024

Broker compensation reported · 2024
$139,572

Allen Tate Real Estate, LLC's benefits plans covered 250 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $139,572 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $558 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 21% from $177,006 in 2023.

Insurance contracts · 20249
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 171 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 256 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 250 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 25 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 12 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 99 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 99 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 99 covered
Brokers & agents paid · 20243
ALLEN TATE INSURANCE SERVICES, LLC.$132,880 · incl $116,677 fees
MERCER HEALTH AND BENEFITS, LLC.$1,353 · incl $1,353 fees

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 832095449 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.