Plan Ledger DOL Form 5500 · updated monthly

Daniel J Newlin, PAbenefits

Daniel J Newlin & Partners Welfare Benefits Plan · ORLANDO, FL · plan year 2024

Previously filed as Daniel J. Newlin, PA. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$208,584

Daniel J Newlin, PA's benefits plans covered 352 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $208,584 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $593 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 88% from $111,005 in 2023.

Insurance contracts · 20244
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dentalpremiums n/a · 362 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 352 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 389 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 81 covered
Brokers & agents paid · 20247
RICHARD S BERNSTEIN & ASSOC. INC$200,041 · incl $171,223 fees
ADAMS BENEFIT CORPORATION$3,621
DAVID RICHARD LAUCK$2,992
ADAMS BENEFIT CORP$1,175
Individual agent · names withheld$618

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.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 900084319 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.