Plan Ledger DOL Form 5500 · updated monthly

Brookwood Financial Partnersbenefits

Brookwood Financial Partners Health & Welfare Plan · BEVERLY, MA · plan year 2024

Broker compensation reported · 2024
$56,040

Brookwood Financial Partners's benefits plans covered 87 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $56,040 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $644 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 2.5% from $54,647 in 2023.

Insurance contracts · 20243
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health drug dental hmo ppopremiums n/a · 300 covered
VISION SERVICE PLAN · visionpremiums n/a · 73 covered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 87 covered
Brokers & agents paid · 20243
HUB INTERNATIONAL NE LLC$43,627 · incl $10,010 fees
INDIGO INSURANCE SERVICES$2,435 · incl $2,435 fees
HUB INTERNATIONAL NEW ENGLAND LLC$9,978 · incl $2,362 fees
Also brokered by HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 043190521 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.