Plan Ledger DOL Form 5500 · updated monthly

Caretaker Landscape and Tree Managementbenefits

Caretaker Landscape and Tree Management Welfare Benefit Plan · GILBERT, AZ · plan year 2024

Broker compensation reported · 2024
$80,488

Caretaker Landscape and Tree Management's benefits plans covered 303 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $80,488 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $266 per covered person, above the median for employer plans that report broker pay. Broker pay rose 9.3% from $73,669 in 2023.

Insurance contracts · 202410
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 58 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 283 covered
AETNA · healthpremiums n/a · 101 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 58 covered
EDIS · dentalpremiums n/a · 83 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 64 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 73 covered
AXIS INSURANCE COMPANY · health drugpremiums n/a · 10 covered
Brokers & agents paid · 202411
MARK J MATSOCK & ASSOCIATES$39,119 · incl $39,119 fees
EMERSON, ROGERS LLC$9,050
MARK J MATSOCK & ASSOC, INC.$3,736
NOAH OROPEZA$3,088 · incl $1,188 fees
MARK J MATSOCK & ASOC INC$2,169
MARK J MASTOCK & ASSOCIATES INC$1,053
MARK J MATSOCK & ASSOCIATES INC$8,757
MARK J. MATSOCK & ASSOCIATES INC$3,512
KURZ & VALDEZ BENEFIT ENROLLMENT SO$4 · incl $2 fees
11 individual agents · names withheld$750

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 Mark J Matsock & Associates1

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 860613946 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.