Plan Ledger DOL Form 5500 · updated monthly

Flat Creek Investments, LLCbenefits

Flat Creek Investments, LLC Health and Welfare Plan · POTOMAC, MD · plan year 2023

Broker compensation reported · 2023
$67,032

Flat Creek Investments, LLC's benefits plans covered 4 active participants in 2023, providing health · life · dental · vision · other. Insurance brokers and agents were paid $67,032 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $16,758 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20233
AETNA LIFE INSURANCE CO. · health dental vision lifepremiums n/a · 300 covered
AETNA LIFE INSURANCE CO. · health dental visionpremiums n/a · 345 covered
HARTFORD LIFE AND ACCIDENT · lifepremiums n/a · 329 covered
Brokers & agents paid · 20235
PENBEN FINANCIAL SERVICES INC. DBA$30,005
GROUP BENEFITS LTD$4,303 · incl $4,303 fees
ACRISURE LLC$1,780 · incl $1,780 fees
Also brokered by Penben Financial Services Inc. dba5
Ssbl, LLC TX$110,436
Rhonal, Inc. NC$110,436

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 850714586 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.