Plan Ledger DOL Form 5500 · updated monthly

David Volkert & Associates, Inc.benefits

David Volkert & Associates, Inc. Welfare Benefits Plan · MOBILE, AL · plan year 2024

Broker compensation reported · 2024
$117,802

David Volkert & Associates, Inc.'s benefits plans covered 1,275 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $117,802 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $92 per covered person, below the median for employer plans that report broker pay. Broker pay rose 16% from $101,594 in 2023.

Insurance contracts · 20244
VISION SERVICE PLAN · visionpremiums n/a · 793 covered
BEHAVIORAL HEALTH SYSTEMS, INC.premiums n/a · 1,458 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 14 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,228 covered
Brokers & agents paid · 20242
FMLASOURCE INC$28,802 · incl $28,802 fees
HUB INTERNATIONAL MIDWEST LIMITED$89,000 · incl $68,067 fees
Also brokered by Fmlasource Inc5
George's, Inc. AR$103,142
Blue Compass Rv FL$62,225

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 630703075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.