Plan Ledger DOL Form 5500 · updated monthly

Coterie Applications Inc.benefits

Coterie Group Benefits Plan · APPLETON, WI · plan year 2024

Broker compensation reported · 2024
$27,333

Coterie Applications Inc.'s benefits plans covered 150 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $27,333 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $182 per covered person, below the median for employer plans that report broker pay. Broker pay rose 15% from $23,737 in 2023.

Insurance contracts · 20242
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 152 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 134 covered
Brokers & agents paid · 20243
CORPORATE SYNERGIES GROUP LLC$16,209 · incl $1,640 fees
CENTRO BENEFITS RESEARCH LLC$9,373 · incl $3,972 fees
FOUNDATION RISK PARTNERS, CORP$1,751 · incl $1,751 fees
Also brokered by Corporate Synergies Group LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 833234193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.