Plan Ledger DOL Form 5500 · updated monthly

Continental Stock Transfer & Trust Co.benefits

Continental Stock Transfer & Trust Co. Wrap Plan · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$170,384

Continental Stock Transfer & Trust Co.'s benefits plans covered 141 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $170,384 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,208 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 5.7% from $180,722 in 2023.

Insurance contracts · 20245
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 160 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · lifepremiums n/a · 65 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · ltdpremiums n/a · 68 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · stdpremiums n/a · 76 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 190 covered
Brokers & agents paid · 20244
EDGEWOOD PARTNERS INSURANCE CENTER$116,868 · incl $97,213 fees
CENTERSTONE INS & FIN SVC LLC$48,866 · incl $48,866 fees
GIS BENEFITS INC.$1,721 · incl $1,721 fees
GIS BENEFITS INC$2,929 · incl $2,929 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 132780552 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.