Plan Ledger DOL Form 5500 · updated monthly

Berry & Berry Acquisitionbenefits

Berry & Berry Acquisition Health and Welfare Plan · TAHLEQUAH, OK · plan year 2023

Broker compensation reported · 2023
$37,186

Berry & Berry Acquisition's benefits plan covered 122 active participants in 2023, providing health · life · dental · vision · short-term disability · death benefits. Insurance brokers and agents were paid $37,186 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $305 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20234
BLUECROSS BLUESHIELD OF OKLAHOMA · health drugpremiums n/a · 75 covered
AMERITAS LIFE INSURANCE CORPORATION · dental visionpremiums n/a · 222 covered
METROPOLITAN LIFE INSURANCE COMPANY · life stdpremiums n/a · 46 covered
Brokers & agents paid · 20232
PAYCHEX INSURANCE AGENCY, INC.$36,950 · incl $1,018 fees
SUMMIT FINANCIAL GROUP$236
Also brokered by Paychex Insurance Agency, Inc.5
Semperis Inc. NJ$110,589
Ardian US, LLC NY$101,398

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 271488665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.