Plan Ledger DOL Form 5500 · updated monthly

Auto Investment Inc.benefits

Auto Investment Inc. Employee Benefits Plan · PELHAM, AL · plan year 2024

Broker compensation reported · 2024
$58,996

Auto Investment Inc.'s benefits plans covered 412 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $58,996 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $143 per covered person, below the median for employer plans that report broker pay. Broker pay fell 48% from $114,481 in 2023.

Insurance contracts · 20247
LLOYDS · stop-losspremiums n/a · 288 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 412 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 412 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 77 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 43 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 115 covered
VISION SERVICE PLAN · visionpremiums n/a · 260 covered
Brokers & agents paid · 20243
VALENT GROUP, LLC$14,946 · incl $4,100 fees
VALENT GROUP$40,368 · incl $15,889 fees
VALENT GROUP LLC$3,682
Also brokered by Valent Group, LLC5
Peopletec, Inc. AL$134,387
Kronospan, LLC AL$85,465

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 133446196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.