Plan Ledger DOL Form 5500 · updated monthly

Carteret Management Corporationbenefits

Carteret Management Corporation Benefit Plan · ST. PETERSBURG, FL · plan year 2024

Broker compensation reported · 2024
$58,028

Carteret Management Corporation's benefits plans covered 146 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $58,028 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $397 per covered person, above the median for employer plans that report broker pay. Brokers were paid 4.7x the $12,429 reported for 2023.

Insurance contracts · 20242
UNITEDHEALTHCARE INSURANCE COMPANY · lifepremiums n/a · 77 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 52 covered
Brokers & agents paid · 20249
GIS BENEFITS, INC.$2,836 · incl $561 fees
BROWN & BROWN INSURANCE SVCS, INC.$1,527 · incl $353 fees
HAYS COMPANIES INSURANCE AGENCY$770 · incl $770 fees
BOON-CHAPMAN BENEFIT ADMIN, INC.$690 · incl $298 fees
Individual agent · names withheld$392

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 Brown & Brown5
Srm Concrete, LLC TN$1,315,284

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 591348025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.