Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees, Local 808 I.B.T. Health & Welfare Fundbenefits

Local 808 I. B. T. Health & Welfare Fund · CHAPPAQUA, NY · plan year 2024

Broker compensation reported · 2024
$165,239

Board of Trustees, Local 808 I.B.T. Health & Welfare Fund's benefits plans covered 648 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $165,239 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $255 per covered person, above the median for employer plans that report broker pay. Brokers were paid 96.2x the $1,717 reported for 2023.

Insurance contracts · 20245
COMPANION LIFE INSURANCE COMPANY · lifepremiums n/a · 754 covered
ANTHEM BLUE CROSS BLUE SHIELD · ppopremiums n/a · 20 covered
ANTHEM BLUE CROSS AND BLUE SHIELD (G1921) · ppopremiums n/a · 22 covered
MUTUAL OF OMAHA INSURANCE COMPANYpremiums n/a · 733 covered
UNITED STATES FIRE INSURANCE COMPANY · stop-losspremiums n/a · 731 covered
Brokers & agents paid · 20243
ACRISURE$100,188
EMERSON ROGERS, LLC$54,539 · incl $21,450 fees
BUCKINGHAM$10,512
Also brokered by Acrisure5
Acrisure LLC MI$829,246

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 237218454 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.