Plan Ledger DOL Form 5500 · updated monthly

Claims Recovery Financial Services, LLCbenefits

Claims Recovery Financial Services Life and Disability · ALBION, NY · plan year 2023

Broker compensation reported · 2023
$23,271

Claims Recovery Financial Services, LLC's benefits plan covered 111 active participants in 2023, providing life · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $23,271 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $210 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20234
SYMETRA LIFE INSURANCE COMPANY · life ltdpremiums n/a · 111 covered
HIGHMARK WESTERN NEW YORK · health drugpremiums n/a · 86 covered
GUARDIAN · visionpremiums n/a · 51 covered
SYMETRA LIFE INSURANCE COMPANYpremiums n/a · 53 covered
Brokers & agents paid · 20235
TITAN INSURANCE AND EMPLOYEE BENEFI$18,279
TITAN INS AND EMPLOYEE BENEFIT$2,869
TITANS INS AND EMPLOYEE BENEFITS$1,482
TITAN INSURANCE & EMPLOYEE, BENEFIT$636 · incl $86 fees
ALLIANCE ADVISORY GRP INC$5
Also brokered by Titan Insurance and Employee Benefi4
HR Works NY$1,418

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 203866006 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.