Plan Ledger DOL Form 5500 · updated monthly

Health Planning Council of Southwest Florida, Inc.benefits

Health Planning Council of Southwest Florida, Inc. Welfare Benefits Plan · FORT MYERS, FL · plan year 2023

Broker compensation reported · 2023
$61,900

Health Planning Council of Southwest Florida, Inc.'s benefits plan covered 113 active participants in 2023, providing health · life · dental · vision · death benefits. Insurance premiums totaled $780,955. Insurance brokers and agents were paid $61,900 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 7.9% of premiums. That is $548 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20233
HEALTH OPTIONS · health drug hmo$781K · 78 covered
GUARDIAN · dental vision lifepremiums n/a · 113 covered
Brokers & agents paid · 20233
BALDWIN KRYSTYN SHERMAN$42,045
BALDWIN KRYSTYN SHERMAN PARTNERS$11,622 · incl $1,902 fees
VARIOUS AGENTS-SEE ATTACHED$8,233 · incl $19 fees
Also brokered by Baldwin Krystyn Sherman5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 592269305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.