Plan Ledger DOL Form 5500 · updated monthly

Buckingham Asset Management, LLCbenefits

Buckingham Strategic Wealth's Health & Welfare Benefit Plan · ST. LOUIS, MO · plan year 2024

Broker compensation reported · 2024
$834,758

Buckingham Asset Management, LLC's benefits plans covered 1,395 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $834,758 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $598 per covered person, in the top quarter of employer plans that report broker pay. Brokers were paid 4.5x the $186,796 reported for 2023.

Insurance contracts · 202410
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life ltdpremiums n/a · 320 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 401 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life ltdpremiums n/a · 466 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 421 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life ltdpremiums n/a · 478 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 441 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life ltdpremiums n/a · 514 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 1,328 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 651 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 1,395 covered
Brokers & agents paid · 20244
TODD ORGANIZATION LLC$47,244 · incl $47,244 fees
SENTINEL INSURANCE AGENCY, INC.$41,577 · incl $35,169 fees
CARAVUS LLC$725,002 · incl $569,139 fees
Also brokered by Todd Organization LLC4
Envision, LLC MO$1,218

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 208306720 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.