Plan Ledger DOL Form 5500 · updated monthly

Balzer & Associates, Inc.benefits

Balzer & Associates, Inc. Employee Benefits Plan · ROANOKE, VA · plan year 2023

Broker compensation reported · 2023
$66,025

Balzer & Associates, Inc.'s benefits plan covered 131 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $66,025 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $504 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 202312
AMERITAS LIFE INSURANCE CORP., · dental visionpremiums n/a · 288 covered
SENTARA HEALTH PLAN · health ppopremiums n/a · 48 covered
SENTARA HEALTH PLAN · health ppopremiums n/a · 3 covered
SENTARA HEALTH PLAN · health ppopremiums n/a · 33 covered
SENTARA HEALTH PLAN · healthpremiums n/a · 94 covered
SENTARA HEALTH PLAN · healthpremiums n/a · 2 covered
SENTARA HEALTH PLAN · healthpremiums n/a · 84 covered
SENTARA HEALTH PLAN · healthpremiums n/a · 2 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 221 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 220 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 140 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 85 covered
Brokers & agents paid · 20234
MCGRIFF INSURANCE SERVICES LLC$3,570 · incl $3,570 fees
MCGRIFF INSURANCE SERVICES INC$12,988 · incl $3,710 fees
Also brokered by McGriff5
Peco Foods, Inc. AL$1,397,496

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 540837195 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.