Plan Ledger DOL Form 5500 · updated monthly

Elm Terrace Gardensbenefits

Elm Terrace Gardens Health & Welfare Benefits Plan · LANSDALE, PA · plan year 2024

Broker compensation reported · 2024
$35,068

Elm Terrace Gardens's benefits plan covered 140 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $35,068 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $250 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20244
AETNA LIFE INSURANCE COMPANY · health drug dental vision ppopremiums n/a · 105 covered
PRINCIPAL LIFE INSURANCE COMPANY · visionpremiums n/a · 27 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 30 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 140 covered
Brokers & agents paid · 20248
EMERSON ROGERS LLC$13,327 · incl $1,050 fees
HEALTH AND BENEFITS PARTNERS LLC$5,781
MORGAN PERRI$4,435 · incl $370 fees
UNIVEST INSURANCE, INC$7,440 · incl $54 fees
LISA A PERRI$1,690 · incl $578 fees
LAUREN ASHELY PERRI$1,149 · incl $221 fees
JULIA GEORGE$1,123
HEKATH AND BENEFITS PARTNERS LLC$123 · incl $9 fees
Also brokered by Emerson Rogers LLC5
Hazen and Sawyer NY$649,740

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 232132688 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.