Plan Ledger DOL Form 5500 · updated monthly

Charles Penzone, Inc.benefits

Charles Penzone, Inc. Employee Benefits Plan · DUBLIN, OH · plan year 2024

Broker compensation reported · 2024
$44,097

Charles Penzone, Inc.'s benefits plan covered 99 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $40,813. Insurance brokers and agents were paid $44,097 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 108.0% of premiums. That is $445 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20244
SUPERIOR DENTAL CARE · dental$41K · 100 covered
MEDICAL MUTUAL OF OHIO · health drugpremiums n/a · 71 covered
AMERICAN UNITED LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 23 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · visionpremiums n/a · 85 covered
Brokers & agents paid · 20241
USI INSURANCE SERVICES LLC$44,097 · incl $8,068 fees
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 310749362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.