Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of Teamsters Local 830 Welfare Fundbenefits

Teamsters Local 830 Welfare Fund · PHILADELPHIA, PA · plan year 2024

Broker compensation reported · 2024
$113,525

Board of Trustees of Teamsters Local 830 Welfare Fund's benefits plans covered 1,974 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $113,525 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $58 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 46% from $77,916 in 2023.

Insurance contracts · 20243
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,757 covered
UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA INC · dentalpremiums n/a · 40 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 1,985 covered
Brokers & agents paid · 20244
ROBERT BERGMAN$32,981
FRANKLIN EMPLOYEE BENEFITS CONSULTI$29,090 · incl $34 fees
TRIBEN INSURANCE SOLUTIONS INC$4,339
Also brokered by Stealth Partner Group LLC5
Smart DC$1,358,102

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 231415471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.