Plan Ledger DOL Form 5500 · updated monthly

Bertram Yachts, LLCbenefits

Health & Welfare Benefits 501 · TAMPA, FL · plan year 2024

Broker compensation reported · 2024
$27,898

Bertram Yachts, LLC's benefits plan covered 122 active participants in 2024, providing health · dental · vision · life · other · short-term disability. Insurance brokers and agents were paid $27,898 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $229 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20242
UNITED HEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 60 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision stdpremiums n/a · 122 covered
Brokers & agents paid · 20242
THE BALDWIN GROUP SOUTHEAST LLC$26,939 · incl $1,962 fees
Also brokered by The Baldwin Group Southeast LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 384006508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.