Plan Ledger DOL Form 5500 · updated monthly

Copeland, Stair, Valz & Lovell, LLPbenefits

Copeland, Stair, Valz & Lovell, LLP Benefit Welfare Plan · ATLANTA, GA · plan year 2024

Broker compensation reported · 2024
$33,894

Copeland, Stair, Valz & Lovell, LLP's benefits plans covered 130 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $33,894 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $261 per covered person, above the median for employer plans that report broker pay. Broker pay fell 42% from $58,396 in 2023.

Insurance contracts · 20242
HCC LIFE INSURANCE COMPANY · stop-losspremiums n/a · 98 covered
THE GUARDIAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 124 covered
Brokers & agents paid · 20241
PATRIOT GROWTH INSURANCE SERVICE$33,894 · incl $3,479 fees
Also brokered by Patriot Growth Insurance Service5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 581478339 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.