Plan Ledger DOL Form 5500 · updated monthly

Catic Financial Incbenefits

Catic Financial Inc Employee Benefits Plan · ROCKY HILL, CT · plan year 2024

Broker compensation reported · 2024
$43,184

Catic Financial Inc's benefits plans covered 231 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $43,184 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $187 per covered person, below the median for employer plans that report broker pay. Broker pay fell 72% from $154,350 in 2023.

Insurance contracts · 20243
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 74 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 231 covered
Brokers & agents paid · 20249
SETH KALKSTEIN$18,989 · incl $5,037 fees
PAUL E. AMATA$11,986
SAMANTHA B. HARRINGTON$2,466
EPSIX, INC.$1,867
NICOLE MARY HARPER AND OTHER AGENTS$650
2 individual agents · names withheld$899

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 Seth Kalkstein5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 060808125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.