Plan Ledger DOL Form 5500 · updated monthly

Excelsior Care Grp LLCbenefits

Excelsior Care Grp Welfare Benefit Plan · BROOKLYN, NY · plan year 2024

Broker compensation reported · 2024
$145,491

Excelsior Care Grp LLC's benefits plans covered 443 active participants in 2024, providing health · dental · vision. Insurance brokers and agents were paid $145,491 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $328 per covered person, above the median for employer plans that report broker pay. Broker pay rose 24% from $117,238 in 2023.

Insurance contracts · 20243
SUN LIFE AND HEALTH INSURANCE COMPANY · stop-losspremiums n/a · 464 covered
VISION SERVICE PLAN · visionpremiums n/a · 151 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental ppopremiums n/a · 281 covered
Brokers & agents paid · 20245
GUTMAN INS AGENCY USA LLC$123,701
RELIABLE BROKERAGE INC$14,675
FNA INS SERVICES INC$5,870 · incl $5,870 fees
BRIAN W. PATTEN$1,186
EMPLOYEE NAVIGATOR LLC$59

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 471358100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.