Plan Ledger DOL Form 5500 · updated monthly

Bernard Egan & Companybenefits

Bernard Egan & Company Employee Welfare Benefit Plan · FORT PIERCE, FL · plan year 2024

Broker compensation reported · 2024
$46,328

Bernard Egan & Company's benefits plans covered 226 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $2,142,151. Insurance brokers and agents were paid $46,328 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.2% of premiums. That is $205 per covered person, above the median for employer plans that report broker pay. Broker pay rose 2.5% from $45,205 in 2023.

Insurance contracts · 20246
BLUE CROSS BLUE SHIELD OF FLORIDA · health$2.1M · 130 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 22 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 12 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dental visionpremiums n/a · 108 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · lifepremiums n/a · 226 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · ltdpremiums n/a · 6 covered
Brokers & agents paid · 20242
THE MCCALL AGENCY INC.$44,482
DONLEY AND DAVIS INSURANCE GRP INC$1,846

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 221730979 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.