Plan Ledger DOL Form 5500 · updated monthly

Harris Beach PLLCbenefits

Harris Beach 401(K) Profit Sharing Plan · PITTSFORD, NY · plan year 2024

Broker compensation reported · 2024
$141,046

Harris Beach PLLC's benefits plans covered 390 active participants in 2024, providing life. Insurance premiums totaled $3,010,763. Insurance brokers and agents were paid $141,046 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.7% of premiums. That is $362 per covered person, above the median for employer plans that report broker pay. Broker pay fell 8.0% from $153,386 in 2023.

Insurance contracts · 20246
EXCELLUS BLUECROSS BLUESHIELD · health drug$2.8M · 241 covered
EXCELLUS BLUE CROSS BLUE SHIELD · dental$178K · 221 covered
AMERITAS LIFE INSURANCE COMPANY · life$2K · 1 covered
FIRST UNUM LIFE INSURANCE COMPANY · life ltdpremiums n/a · 380 covered
VISION SERVICE PLAN · visionpremiums n/a · 191 covered
FIRST UNUM LIFE INSURANCE COMPANY · lifepremiums n/a · 121 covered
Brokers & agents paid · 20244
CONSILIARIUM GROUP, LLC$47,269
Also brokered by Brown & Brown5
Srm Concrete, LLC TN$1,315,284

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 841623836 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.