Plan Ledger DOL Form 5500 · updated monthly

Grassi Advisory Group, Inc.benefits

Grassi Advisory Group, Inc. Health and Welfare Benefit Plan · JERICHO, NY · plan year 2024

Broker compensation reported · 2024
$295,329

Grassi Advisory Group, Inc.'s benefits plans covered 978 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $3,620,817. Insurance brokers and agents were paid $295,329 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 8.2% of premiums. That is $302 per covered person, above the median for employer plans that report broker pay. Broker pay fell 33% from $438,172 in 2023.

Insurance contracts · 20246
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug vision$3.6M · 494 covered
EVERNORTH CARE SOLUTIONS, INC.premiums n/a · 978 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 270 covered
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK · life std ltdpremiums n/a · 978 covered
Brokers & agents paid · 20248
PPI BENEFIT SOLUTIONS$11,196 · incl $11,196 fees
AMERICAN BENEFITS CONSULTING, LLC$2,733
ALLIANT INSURANCE SERVICES, INC.$178,702 · incl $137,503 fees
A SECURE YOU, INC.$209
UNIQUE BENEFITS GROUP, INC.$78
PROFESSIONAL PENSIONS, INC.$101,409 · incl $101,409 fees
BOSTON INS. EMPLOYEE BENEFITS TRUST$9 · incl $9 fees
2 individual agents · names withheld$993

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 Ppi Benefit Solutions5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 921479802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.