Plan Ledger DOL Form 5500 · updated monthly

Assetgenie, Inc.benefits

Assetgenie, Inc. Health and Welfare Plan · GREENSBURG, PA · plan year 2024

Broker compensation reported · 2024
$16,152

Assetgenie, Inc.'s benefits plans covered 238 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $16,152 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $68 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 85% from $108,977 in 2023.

Insurance contracts · 20243
HIGHMARK INC. · health drug vision ppopremiums n/a · 345 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dentalpremiums n/a · 202 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 238 covered
Brokers & agents paid · 20244
LIBERTY FINCANCIAL$8,000
DANIEL S DESTEFANO$3,795
LIBERTY FINANCIAL SERVICES INC$3,412 · incl $3,412 fees
THE HDH GROUP INC$945

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 810681903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.