Plan Ledger DOL Form 5500 · updated monthly

Banker Lopez Gassler P.A.benefits

Banker Lopez Gassler Welfare Benefits Plan · TAMPA, FL · plan year 2024

Broker compensation reported · 2024
$370,853

Banker Lopez Gassler P.A.'s benefits plans covered 401 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $275,187. Insurance brokers and agents were paid $370,853 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 134.8% of premiums. That is $925 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 31% from $284,074 in 2023.

Insurance contracts · 20247
NORTHWESTERN MUTUAL · ltd$213K · 428 covered
NORTHWESTERN MUTUAL · std$62K · 279 covered
HARTFORD LIFE AND ACCIDENT · lifepremiums n/a · 710 covered
CAPITAL HEALTH PLAN · health drugpremiums n/a · 17 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dentalpremiums n/a · 707 covered
VISION SERVICE PLAN · visionpremiums n/a · 276 covered
Brokers & agents paid · 20246
HUB INTERNATIONAL MIDWEST LTD$312,124 · incl $278,793 fees
THE STONER ORGANIZATION$34,236 · incl $1,961 fees
CRAIG URQUHART$4,361
THERESA STONER ANNUNZIATA$16,805 · incl $3,382 fees
KACEE ELIZABETH HOWES$1,824 · incl $482 fees
OCONNELL FNCL GRP INC$1,503 · incl $161 fees
Also brokered by HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 263339598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.