Plan Ledger DOL Form 5500 · updated monthly

Bertram Associatesbenefits

Bertram Associates Employee Benefits Plan · LIVINGSTON, NJ · plan year 2024

Broker compensation reported · 2024
$12,768

Bertram Associates's benefits plans covered 212 active participants in 2024, providing health · life · dental · vision · other. Insurance brokers and agents were paid $12,768 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $60 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 28% from $17,794 in 2023.

Insurance contracts · 20242
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · vision lifepremiums n/a · 104 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dentalpremiums n/a · 169 covered
Brokers & agents paid · 20242
BROWN & BROWN METRO INC$4,313 · incl $721 fees
Also brokered by Brown & Brown5
Srm Concrete, LLC TN$1,315,284

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 222449020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.