Plan Ledger DOL Form 5500 · updated monthly

Constangy, Brooks, Smith & Prophete LLPbenefits

Constangy, Brooks, Smith & Prophete, LLP Savings and Investment Profit Sharing Plan · ATLANTA, GA · plan year 2024

Previously filed as Constangy Brooks Smith & Prophete, LLP. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$146,082

Constangy, Brooks, Smith & Prophete LLP's benefits plans covered 427 active participants in 2024, providing life. Insurance brokers and agents were paid $146,082 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $342 per covered person, above the median for employer plans that report broker pay. Broker pay rose 31% from $111,166 in 2023.

Insurance contracts · 202415
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 91 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 269 covered
GUARDIAN · dentalpremiums n/a · 313 covered
AETNA LIFE INSURANCE COMPANY · stop-losspremiums n/a · 266 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 389 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 185 covered
KAISER FOUNDATION HEALTH PLAN OF COLORADO · healthpremiums n/a · 1 covered
KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. · healthpremiums n/a · 17 covered
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON · healthpremiums n/a · 1 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · healthpremiums n/a · 1 covered
KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 13 covered
KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 6 covered
PRINCIPAL LIFE INSURANCE COMPANYpremiums n/a · 554 covered
Brokers & agents paid · 20247
ACRISURE, LLC$128,326 · incl $6,985 fees
ACRISURE LLC PEACHTREE BENEFIT GRP$10,624 · incl $904 fees
EDGEWOOD PARTNERS INSURANCE CARRIER$2,515
Also brokered by Acrisure5
Acrisure LLC MI$829,246

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 580616335 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.