Plan Ledger DOL Form 5500 · updated monthly

Carolina Tractor & Equipment Co.benefits

Carolina Tractor & Equipment Company Welfare Benefit Plan · CHARLOTTE, NC · plan year 2023

Broker compensation reported · 2023
$265,965

Carolina Tractor & Equipment Co.'s benefits plan covered 1,953 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $265,965 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $136 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20232
AMERICAN HERITAGE LIFE INSURANCE COMPANY · health lifepremiums n/a · 25 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 1,907 covered
Brokers & agents paid · 20232
3 individual agents · names withheld$623

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 Usi5
Bronco Wine Company CA$1,411,592

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 560167230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.