Plan Ledger DOL Form 5500 · updated monthly

Harmelin and Associates, Inc.benefits

Harmelin and Associates, Inc. Life and Ad&D Plan · BALA CYNWYD, PA · plan year 2024

Broker compensation reported · 2024
$130,322

Harmelin and Associates, Inc.'s benefits plans covered 265 active participants in 2024, providing life · other. Insurance premiums totaled $2,106,526. Insurance brokers and agents were paid $130,322 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.2% of premiums. That is $492 per covered person, in the top quarter of employer plans that report broker pay. Broker pay was essentially unchanged from 2023.

Insurance contracts · 20247
INDEPENDENCE BLUE CROSS · health$1.1M · 144 covered
INDEPENDENCE BLUE CROSS · health drug vision$930K · 112 covered
INDEPENDENCE BLUE CROSS · health hmo$36K · 5 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 264 covered
MUTUAL OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 266 covered
AETNA LIFE INSURANCE CO. · dentalpremiums n/a · 266 covered
HARTFORD LIFE AND ACCIDENT · lifepremiums n/a · 262 covered
Brokers & agents paid · 20242
EMERSON ROGERS, LLC$112,770 · incl $1,691 fees
BRUMBAUGH WEALTH MANAGEMENT LLC$17,552
Also brokered by Emerson Rogers, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 232222601 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.