Plan Ledger DOL Form 5500 · updated monthly

Hennion & Walsh, Incbenefits

Hennion & Walsh, Inc Welfare Plan · PARSIPPANY, NJ · plan year 2024

Previously filed as Hennion & Walsh, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$20,767

Hennion & Walsh, Inc's benefits plans covered 224 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $20,767 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $93 per covered person, below the median for employer plans that report broker pay. Broker pay fell 14% from $24,017 in 2023.

Insurance contracts · 20243
HORIZON INSURANCE COMPANY · visionpremiums n/a · 91 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life ltdpremiums n/a · 224 covered
AFLAC · healthpremiums n/a · 24 covered
Brokers & agents paid · 20246
CONNER STRONG & BUCKELEW$8,394 · incl $18 fees
GIS BENEFITS INC$7,360 · incl $1,223 fees
MICHAEL P ZORN$1,391
CENTERSTONE INS FIN DBA BENEFIT M$920
JOSHUA PAUL GROUP INC.$15
20 individual agents · names withheld$2,687

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 Conner Strong & Buckelew5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 223005841 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.