Plan Ledger DOL Form 5500 · updated monthly

Extell Financial Services, Inc.benefits

Extell Financial Services, Inc. Employee Benefit Plan · LOUISVILLE, KY · plan year 2024

Broker compensation reported · 2024
$32,010

Extell Financial Services, Inc.'s benefits plans covered 209 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $32,010 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $153 per covered person, below the median for employer plans that report broker pay. Broker pay rose 29% from $24,874 in 2023.

Insurance contracts · 202410
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 211 covered
HEALTH RESOURCES INC · dental visionpremiums n/a · 50 covered
HEALTH RESOURCES INC · dental visionpremiums n/a · 187 covered
HEALTH RESOURCES INC. · dental visionpremiums n/a · 68 covered
HEALTH RESOURCES INC · dental visionpremiums n/a · 92 covered
EVEREST REINSURANCE COMPANY · stop-losspremiums n/a
FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY · stop-losspremiums n/a · 182 covered
METLIFE LEGAL PLANSpremiums n/a · 32 covered
Brokers & agents paid · 202411
R H CLARKSON FINANCIAL SERVICES INC$24,126
BILODEAU INC$4,530 · incl $4,340 fees
RH CLARKSON FINANCIAL SERVICES, INC$1,024
JEFFREY D HARNED$1,479 · incl $336 fees
RH CLARKSON FINANCIAL SERVICES I$374
R H CLARKSON FINANCIAL SERVICES$112
IMG$45 · incl $45 fees
RTR AL CORP$7
MAXHANNAH LLC$7
3 individual agents · names withheld$304

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.

Also brokered by R H Clarkson Financial Services Inc2

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 208593751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.