Plan Ledger DOL Form 5500 · updated monthly

Harris Investment Holdings, L.L.C.benefits

Harris Investment Holdings, L.L.C, Health & Welfare Plan · BATON ROUGE, LA · plan year 2023

Broker compensation reported · 2023
$79,063

Harris Investment Holdings, L.L.C.'s benefits plan covered 150 active participants in 2023, providing health · life · dental · vision · long-term disability. Insurance brokers and agents were paid $79,063 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $527 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20235
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 139 covered
GUARDIAN LIFE INSURANCE COMPANY · lifepremiums n/a · 51 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 150 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 110 covered
HUMANA HEALTH BENEFIT PLAN OF LOUISIANA, INC. · dental visionpremiums n/a · 97 covered
Brokers & agents paid · 202312
CREATIVE EMPLOYEE BENEFIT SERVICES$14,282 · incl $362 fees
DONALD R MASSAD, APC$47,199
DONALD R MASSAD APC$6,110
MATTHEW MEHLON$3,692 · incl $331 fees
SHANNON S KNAPPS$2,379 · incl $228 fees
TABITHA DAY$2,366 · incl $558 fees
SOUTHERN NATIONAL MARKETING CO$1,552 · incl $1,552 fees
G BARILLEAUX & ASSOCIATES INC.$444 · incl $15 fees
THE PRODUCERS GROUP INC$10
TERRELL AGENCY INC.$1
7 individual agents · names withheld$583

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 Creative Employee Benefit Services5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 720986215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.