Plan Ledger DOL Form 5500 · updated monthly

Finley Distributing Co LLCbenefits

Finley Distributing Welfare Plan · TUCSON, AZ · plan year 2024

Broker compensation reported · 2024
$74,168

Finley Distributing Co LLC's benefits plans covered 209 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $74,168 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $355 per covered person, above the median for employer plans that report broker pay. Broker pay rose 0.6% from $73,745 in 2023.

Insurance contracts · 20244
EMPLOYERS DENTAL SERVICES · dentalpremiums n/a · 118 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug visionpremiums n/a · 334 covered
AFLACpremiums n/a · 58 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 284 covered
Brokers & agents paid · 20246
LOVITT AND TOUCHE, INC.$64,182 · incl $41,434 fees
CAROL E. MONTGOMERY$1,623
JIM EDWARD WARNER$1,542
DONALD A. GREEN AND OTHER AGENTS$1,488
MARSH AND MCLENNAN AGENCY$3,799 · incl $2,558 fees
4 individual agents · names withheld$1,534

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 Lovitt and Touche, Inc.5
Lifewell AZ$129,072
Enstall US, Inc. CT$125,710

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 383784995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.