Plan Ledger DOL Form 5500 · updated monthly

Carlton Fields, P.A.benefits

Carlton Fields, P.A. Welfare Benefits Plan · TAMPA, FL · plan year 2024

Broker compensation reported · 2024
$165,367

Carlton Fields, P.A.'s benefits plans covered 620 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $165,367 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. Broker pay fell 4.9% from $173,972 in 2023.

Insurance contracts · 20246
SUN LIFE ASSURANCE COMPANY OF CANADApremiums n/a · 150 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · lifepremiums n/a · 620 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · lifepremiums n/a · 10 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · std ltdpremiums n/a · 604 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 645 covered
VISION SERVICE PLAN · visionpremiums n/a · 625 covered
Brokers & agents paid · 20242
ME WILSON COMPANY LLC$41,206 · incl $576 fees
ME WILSON COMPANY, LLC$124,161
Also brokered by Me Wilson Company LLC5
Perform Cb, LLC FL$47,950

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 591233896 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.