Plan Ledger DOL Form 5500 · updated monthly

Dietz & Watson, Inc.benefits

Dietz & Watson, Inc. Employee Benefit Plan · PHILADELPHIA, PA · plan year 2024

Broker compensation reported · 2024
$69,528

Dietz & Watson, Inc.'s benefits plans covered 1,215 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $69,528 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $57 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 74% from $39,951 in 2023.

Insurance contracts · 20243
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 149 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 1,666 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 161 covered
Brokers & agents paid · 20247
LAWRENCE COLIN KENNEY$15,294
ASHLEY FRANCES KIEHNER$13,398 · incl $128 fees
CONNER STRONG & BUCKELEW$24,532 · incl $16,103 fees
LISA A PERRI$5,416 · incl $1,842 fees
AVANT SPECIALTY BENEFITS LLC$6,441 · incl $6,441 fees
LAUREN ASHLEY PERRI$3,607 · incl $517 fees
2 individual agents · names withheld$840

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.

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 230526135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.