Plan Ledger DOL Form 5500 · updated monthly

Castlerock Asset Management, LLCbenefits

Castlerock Hospitality Employee Benefit Plans · NASHVILLE, TN · plan year 2024

Broker compensation reported · 2024
$64,212

Castlerock Asset Management, LLC's benefits plans covered 122 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $64,212 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $526 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 4.0% from $66,907 in 2023.

Insurance contracts · 20244
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug dental visionpremiums n/a · 122 covered
LEGALPLANS, USApremiums n/a · 11 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 122 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 122 covered
Brokers & agents paid · 20244
USI INSURANCE SERVICES LLC$45,642 · incl $31,096 fees
WILLIS TOWERS WATSON SE, INC.$17,269 · incl $10,926 fees
WILLIS TOWERS WATSON INS. SVCS.$899 · incl $899 fees
Individual agent · names withheld$402

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
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 463883479 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.