Plan Ledger DOL Form 5500 · updated monthly

Gw&K Investment Managementbenefits

Gw&K Investment Management Welfare Benefit Plan · BOSTON, MA · plan year 2024

Broker compensation reported · 2024
$89,545

Gw&K Investment Management's benefits plans covered 185 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $4,736,553. Insurance brokers and agents were paid $89,545 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 1.9% of premiums. That is $484 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 4.9% from $85,328 in 2023.

Insurance contracts · 20244
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health dental$4.7M · 871 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 183 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 54 covered
Brokers & agents paid · 20242
MARSH & MCLENNAN AGENCY LLC$87,366 · incl $19,773 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 800250512 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.