Plan Ledger DOL Form 5500 · updated monthly

Bearings & Drives Unlimited, Inc.benefits

Bearings & Drives Unlimited Inc. Welfare Benefit Plan · SOUDERTON, PA · plan year 2024

Broker compensation reported · 2024
$31,749

Bearings & Drives Unlimited, Inc.'s benefits plans covered 212 active participants in 2024, providing health · life · dental · vision · short-term disability. Insurance brokers and agents were paid $31,749 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $150 per covered person, below the median for employer plans that report broker pay. Broker pay rose 37% from $23,226 in 2023.

Insurance contracts · 20243
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 499 covered
VISION SERVICE PLAN · visionpremiums n/a · 156 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 82 covered
Brokers & agents paid · 20249
ROTH VOLUNTARY BENEFIT SERVICES INC$14,538 · incl $2,567 fees
EMERSON ROGERS LLC$7,783 · incl $1,297 fees
MICHAEL URBAN$2,837
O'NEILL VOLUNTARY BENEFIT SERVICES$2,067
BRIAN PEVEC$1,837 · incl $191 fees
LYONS INSURANCE AGENCY INC$1,515
BRAD LEE MUNDY AND OTHER AGENTS$184
Individual agent · names withheld$912

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Roth Voluntary Benefit Services Inc5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 232068531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.