Plan Ledger DOL Form 5500 · updated monthly

Hathaway Brown Schoolbenefits

Hathaway Brown School Employee Group Benefits Plan · SHAKER HEIGHTS, OH · plan year 2024

Broker compensation reported · 2024
$42,959

Hathaway Brown School's benefits plans covered 225 active participants in 2024, providing life · dental · vision · long-term disability. Insurance brokers and agents were paid $42,959 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $191 per covered person, above the median for employer plans that report broker pay. Broker pay rose 11% from $38,870 in 2023.

Insurance contracts · 20242
SUN LIFE ASSURANCE COMPANY OF CANADA · healthpremiums n/a · 160 covered
GUARDIAN · dental vision life ltdpremiums n/a · 225 covered
Brokers & agents paid · 20243
THE JAMES OSWALD COMPANY$19,727
CGI VOLUNTARY BENEFITS, INC.$10,516 · incl $10,181 fees
Also brokered by The James Oswald Company1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 340714426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.