Plan Ledger DOL Form 5500 · updated monthly

Cnl Financial Group Investment Management, LLCbenefits

Cnl Financial Group Welfare Benefits Plan · ORLANDO, FL · plan year 2024

Broker compensation reported · 2024
$2,731

Cnl Financial Group Investment Management, LLC's benefits plans covered 118 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $2,731 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $23 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 62% from $7,197 in 2023.

Insurance contracts · 20245
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug dentalpremiums n/a · 91 covered
AMERITAS LIFE INSURANCE CORP. · visionpremiums n/a · 156 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 9 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 118 covered
Brokers & agents paid · 20245
ALLIANT INSURANCE SERVICES, INC.$2,559 · incl $1,227 fees
MCGRIFF INSURANCE SERVICES INC$107 · incl $34 fees
O'NEIL LEE & WEST INC$25
NANCY BENNETT & ASSOCIATES INC$17
2 individual agents · names withheld$23

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 Alliant5
Tyson Foods, Inc. AR$1,604,287
Stark Carpet Corp. NY$1,544,014

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 274169415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.