Plan Ledger DOL Form 5500 · updated monthly

Brook & Whittle Limitedbenefits

Brook & Whittle Limited Health & Welfare Plan · NORTH BRADFORD, CT · plan year 2023

Broker compensation reported · 2023
$453,640

Brook & Whittle Limited's benefits plan covered 1,696 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $453,640 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $267 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20237
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON · healthpremiums n/a · 3 covered
CIGNA HEALTH AND INSURANCE COMPANY · stop-losspremiums n/a · 1,696 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental life std ltdpremiums n/a · 1,129 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,493 covered
KAISER FOUNDATION HEALTH PLAN INC · healthpremiums n/a · 80 covered
KAISER FOUNDATION HEALTH PLAN OF COLORADO · healthpremiums n/a · 15 covered
Brokers & agents paid · 20234
BRIO BENEFIT CONSULTING INC$402,483 · incl $29,717 fees
PROFESSIONAL GROUP PLANS, INC$43,906 · incl $10,178 fees
WARNER PACIFIC INSURANCE SERVICES I$7,096
Individual agent · names withheld$155

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Brio Benefit Consulting Inc5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 061452909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.