Plan Ledger DOL Form 5500 · updated monthly

Berkowitz Pollack Brant Advisors + Cpas, LLPbenefits

Berkowitz Pollack Brant Advisors + Cpas, LLP Wrap Plan · MIAMI, FL · plan year 2024

Broker compensation reported · 2024
$180,404

Berkowitz Pollack Brant Advisors + Cpas, LLP's benefits plans covered 384 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $180,404 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $470 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 58% from $430,937 in 2023.

Insurance contracts · 202411
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 660 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 371 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 370 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 155 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dentalpremiums n/a · 115 covered
TRANSAMERICA INSURANCE CO. · healthpremiums n/a · 323 covered
Brokers & agents paid · 202420
AMWINS GROUP BENEFITS LLC$26,540 · incl $26,540 fees
WORLD INSURANCE ASSOCIATES, LLC$25,007
WEB TPA$15,200 · incl $15,200 fees
RIEMER INSURANCE GROUP, INC.$10,743
WORLD INSURANCE ASSOCIATES LLC$8,733 · incl $172 fees
SINGLE POINT ENROLLMENT SOLUTIONS I$6,514 · incl $2,406 fees
EXCELSIOR BENEFITS LLC$5,058
BRITO BENEFITS SOLUTIONS INC$2,953 · incl $676 fees
ANDREA BROWNING$1,853 · incl $385 fees
RIEMERINSURANCE GROUP INC$1,126
SAPOZNIK INS & ASSOC INC$8,772
WORLD INS ASSOC LLC$51,150 · incl $6,076 fees
S. FL - WORLD INSURANCE ASSOCIATES$429 · incl $429 fees
RIEMER INSURANCE GROUP$15,180
FORTUN INSURANCE INC$74
WORLD PRIME SOLUTIONS$42 · incl $8 fees
EM PROPERTY & CASUALTY LLC$14
FLORIDA GROUP BENEFITS INC$6
SAPOZNIK INSURANCE ASSOCIATES LLC$1 · incl $1 fees
11 individual agents · names withheld$1,009

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 Amwins Group Benefits LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 592742314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.