Plan Ledger DOL Form 5500 · updated monthly

Herbein and Company, Inc.benefits

Herbein + Company, Inc. Employee Benefit Plan · READING, PA · plan year 2024

Broker compensation reported · 2024
$67,358

Herbein and Company, Inc.'s benefits plans covered 271 active participants in 2024, providing life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $67,358 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $249 per covered person, above the median for employer plans that report broker pay. Broker pay rose 37% from $49,233 in 2023.

Insurance contracts · 20244
SUN LIFE ASSURANCE COMPANY OF CANADA · dental life std ltdpremiums n/a · 271 covered
HIGHMARK INC. · visionpremiums n/a · 401 covered
TRUSTMARK INSURANCE COMPANYpremiums n/a · 75 covered
HM LIFE INSURANCE COMPANY · stop-losspremiums n/a · 211 covered
Brokers & agents paid · 20243
POWER KUNKLE GROUP, INC.$31,679
LTC SOLUTIONS$21,568
Also brokered by Power Kunkle Group, Inc.4
Ateeco, Inc. PA$29,569

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 232415973 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.