Plan Ledger DOL Form 5500 · updated monthly

Carr, Allison, Oliver & Sisson, PCbenefits

Carr, Allison, Oliver & Sisson, PC Life/Long Term Disability · BIRMINGHAM, AL · plan year 2024

Previously filed as Carr,Allison,Oliver & Sisson,Pc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$67,684

Carr, Allison, Oliver & Sisson, PC's benefits plans covered 318 active participants in 2024, providing life · long-term disability. Insurance premiums totaled $807,888. Insurance brokers and agents were paid $67,684 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 8.4% of premiums. That is $213 per covered person, above the median for employer plans that report broker pay. Broker pay rose 33% from $51,003 in 2023.

Insurance contracts · 20243
BERKLEY LIFE AND HEALTH INSURANCE CO. · health stop-loss$619K · 262 covered
SYMETRA LIFE INSURANCE COMPANY · life std ltd$189K · 318 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 310 covered
Brokers & agents paid · 20245
YEARY & MOORE LLC$28,921 · incl $18,571 fees
PRIESTLEY COMPANY$14,164
EDWARD R KING$14,164
GIS BENEFITS INC$6,421 · incl $1,246 fees
THE PRIESTLEY COMPANY$4,014 · incl $4,014 fees
Also brokered by Yeary & Moore LLC3

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 721351859 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.