Plan Ledger DOL Form 5500 · updated monthly

Episcopal Retirement Homes, Inc.benefits

Episcopal Retirement Homes, Inc. Selective Benefits Plan · CINCINNATI, OH · plan year 2024

Broker compensation reported · 2024
$63,710

Episcopal Retirement Homes, Inc.'s benefits plans covered 358 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $99,429. Insurance brokers and agents were paid $63,710 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 64.1% of premiums. That is $178 per covered person, below the median for employer plans that report broker pay. Broker pay rose 100% from $31,914 in 2023.

Insurance contracts · 20244
DELTA DENTAL OF KENTUCKY · dental$99K · 368 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 358 covered
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 39 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 361 covered
Brokers & agents paid · 20246
LOCKTON COMPANIES LLC$27,129 · incl $3,078 fees
LIFETIME FINANCIAL GROWTH CO OF OHI$14,585
JACOB S LAMB$7,988
GEORGE E KAVALAUSKAS JR$7,988
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 310554071 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.