Plan Ledger DOL Form 5500 · updated monthly

Heritage Millworks, LLC dba Powell Valley Millworkbenefits

Heritage Millworks Employee Benefit Plan · CLAY CITY, KY · plan year 2024

Broker compensation reported · 2024
$53,821

Heritage Millworks, LLC dba Powell Valley Millwork's benefits plans covered 201 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $53,821 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $268 per covered person, above the median for employer plans that report broker pay. Broker pay rose 21% from $44,367 in 2023.

Insurance contracts · 20243
ANTHEM HEALTH PLANS OF KENTUCKY, INC. · health dental vision ppopremiums n/a · 209 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 253 covered
Brokers & agents paid · 20245
MARSH & MCLENNAN-J SMITH-LEXINGTON$36,357 · incl $4,390 fees
MARSH & MCLENNAN AGENCY LLC$12,414 · incl $1,006 fees
ROBBINS STAR$4,675
TRION GROUP MARSH & MCLENNAN$56 · incl $56 fees
Individual agent · names withheld$319

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 Marsh McLennan Agency5
Sanford ND$4,316,517

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 464340824 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.