Plan Ledger DOL Form 5500 · updated monthly

Dell Retirement Services, Inc.benefits

Shannondell at Valley Forge Welfare Benefit Plan · AUDUBON, PA · plan year 2024

Broker compensation reported · 2024
$88,719

Dell Retirement Services, Inc.'s benefits plans covered 525 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $88,719 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $169 per covered person, below the median for employer plans that report broker pay. Broker pay rose 17% from $76,084 in 2023.

Insurance contracts · 20243
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental life std ltdpremiums n/a · 525 covered
VISION SERVICE PLAN · visionpremiums n/a · 324 covered
CAREBRIDGE CORPORATIONpremiums n/a · 480 covered
Brokers & agents paid · 20243
JAMES R. NELLIGAN & ASSOCIATES$75,494 · incl $6,976 fees
BENEFIT TECHNOLOGY RESOURCES$11,679
JOHNSON KENDALL AND JOHNSON$1,546
Also brokered by James R. Nelligan & Associates5
Freedompay, Inc PA$147,353
Abec, Inc. PA$81,281

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 233082110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.