Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of the Sheet Metal Workers Local Union No 48 Wfbenefits

Sheet Metal Workers Local Union No 48 Welfare Fund · BIRMINGHAM, AL · plan year 2023

Broker compensation reported · 2023
$10,741

Board of Trustees of the Sheet Metal Workers Local Union No 48 Wf's benefits plan covered 227 active participants in 2023, providing health · life · dental · short-term disability · long-term disability. Insurance brokers and agents were paid $10,741 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $47 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20232
HCC LIFE INSURANCE COMPANY · stop-losspremiums n/a · 233 covered
BOSTON MUTUAL LIFE INSURANCE COMAPNY · lifepremiums n/a · 236 covered
Brokers & agents paid · 20232
HILB GROUP OF NEW ENGLAND, LLC$9,041
Also brokered by Hilb Group of New England, LLC5
Whoop Inc. MA$131,531
Klaviyo, Inc. MA$116,468
Sense Labs MA$63,405

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 630713360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.