Plan Ledger DOL Form 5500 · updated monthly

Chartre Services, LLCbenefits

Chartre Services, LLC Employee Benefits Plan · OXFORD, MS · plan year 2023

Broker compensation reported · 2023
$62,643

Chartre Services, LLC's benefits plan covered 123 active participants in 2023, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $510,706. Insurance brokers and agents were paid $62,643 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 12.3% of premiums. That is $509 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20234
BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI · health$511K · 123 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life ltdpremiums n/a · 117 covered
AFLACpremiums n/a · 91 covered
GULF GUARANTY LIFE INSURANCE COMPANY · healthpremiums n/a · 97 covered
Brokers & agents paid · 20237
THOMAS G MONTGOMERY$29,750
OPTIBEN OF MISSISSIPPI LLC$14,374 · incl $4,634 fees
COMBINED BENEFITS$8,288
LAUREN S GREENE$6,102
GINGER KAYE HARDY$1,372
JENNIE B CRAIG$1,301
17 individual agents · names withheld$1,456

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 Thomas G Montgomery4

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 202706902 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.