Plan Ledger DOL Form 5500 · updated monthly

Birge & Held Asset Management, LLCbenefits

Birge & Held Asset Management, LLC Welfare Benefit Plan · INDIANAPOLIS, IN · plan year 2024

Broker compensation reported · 2024
$23,987

Birge & Held Asset Management, LLC's benefits plans covered 560 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $23,987 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $43 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 80% from $121,530 in 2023.

Insurance contracts · 20242
SYMETRA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 240 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 366 covered
Brokers & agents paid · 20242
JAMES R. NELLIGAN & ASSOCIATES$1,235 · incl $1,235 fees
GIBSON INSURANCE AGENCY, INC.$22,752 · incl $1,213 fees
Also brokered by James R. Nelligan & Associates5
Freedompay, Inc PA$147,353
Abec, Inc. PA$81,281

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 455450139 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.