Plan Ledger DOL Form 5500 · updated monthly

Brook Valley Management Incbenefits

Brook Valley Management Inc Welfare Benefit Plan · BIRMINGHAM, AL · plan year 2024

Broker compensation reported · 2024
$131,150

Brook Valley Management Inc's benefits plans covered 313 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $131,150 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $419 per covered person, above the median for employer plans that report broker pay. Broker pay fell 71% from $452,000 in 2023.

Insurance contracts · 20245
AMERICAN HERITAGE LIFE INSURANCE COMPANYpremiums n/a · 121 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANYpremiums n/a · 197 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 313 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental std ltdpremiums n/a · 657 covered
TOKIO MARINE · stop-losspremiums n/a · 99 covered
Brokers & agents paid · 20246
STERLING SEACREST PRTICHARD$66,351 · incl $41,601 fees
HOWARD B LABROW$15,386
STERLING SEACREST PRITCHARD$36,277
HOWARD B LABOW$12,200
2 individual agents · names withheld$678

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.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 208228168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.