Plan Ledger DOL Form 5500 · updated monthly

Amalie Oil Companybenefits

Amalie Oil Company dba Aocusa Welfare Benefit Plan · TAMPA, FL · plan year 2024

Broker compensation reported · 2024
$92,307

Amalie Oil Company's benefits plans covered 675 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $92,307 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $137 per covered person, below the median for employer plans that report broker pay. Brokers were paid 3.4x the $27,341 reported for 2023.

Insurance contracts · 202410
UNITEDHEALTHCARE INSURANCE COMPANY · dentalpremiums n/a · 833 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 672 covered
VISION SERVICE PLAN · visionpremiums n/a · 509 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANYpremiums n/a · 176 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 672 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 175 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 88 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 13 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANYpremiums n/a · 229 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANYpremiums n/a · 185 covered
Brokers & agents paid · 20244
MERCER HEALTH AND BENEFITS, LLC$82,230 · incl $1,157 fees
SAMUEL R MORRIS JR$1,617
MERCER HEALTH AND BENEFITS ADMIN$387 · incl $387 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 590810351 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.