Plan Ledger DOL Form 5500 · updated monthly

Drs. Kiran and Pallavi Patel Family Office Corp.benefits

Drs. Kiran and Pallavi Patel Family Office Corp. Employee Welfare Benefits Plan · TAMPA, FL · plan year 2024

Broker compensation reported · 2024
$67,025

Drs. Kiran and Pallavi Patel Family Office Corp.'s benefits plan covered 201 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $67,025 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $333 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20247
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dental visionpremiums n/a · 106 covered
CIGNA DENTAL HEALTH OF FLORIDA, INC. · dental hmopremiums n/a · 20 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 201 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 204 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 105 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 58 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 64 covered
Brokers & agents paid · 20244
SBP LLC$3,240 · incl $3,240 fees
Also brokered by Acrisure5
Acrisure LLC MI$829,246

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 611578441 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.