Plan Ledger DOL Form 5500 · updated monthly

First South Financial Credit Unionbenefits

First South Financial Credit Union Group Disablity and Life Plan · BARTLETT, TN · plan year 2023

Broker compensation reported · 2023
$31,464

First South Financial Credit Union's benefits plan covered 127 active participants in 2023, providing life · long-term disability. Insurance brokers and agents were paid $31,464 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $248 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20232
METROPOLITAN LIFE INSURANCE COMPANY · life ltdpremiums n/a · 127 covered
Brokers & agents paid · 20238
BOON CHAPMAN BENEFIT ADMINISTRATORS$26,034 · incl $6,509 fees
RACHEL WINGFIELD$1,602 · incl $496 fees
GIS BENEFITS INC$1,541 · incl $1,541 fees
HARVEY INSURANCE RESOURCES LLC$718
BENEFITS FIRST LLC$76
E SERV LLC$54
9 individual agents · names withheld$808

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 Boon Chapman Benefit Administrators5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 620579508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.