Plan Ledger DOL Form 5500 · updated monthly

Heritage Palms Golf & Country Clubbenefits

Heritage Palms Golf & Country Club Employee Benefit Welfare Plan · FT. MYERS, FL · plan year 2024

Broker compensation reported · 2024
$61,027

Heritage Palms Golf & Country Club's benefits plans covered 106 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $61,027 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $576 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 16% from $52,492 in 2023.

Insurance contracts · 20242
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 83 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 106 covered
Brokers & agents paid · 20242
THE BALDWIN GROUP SOUTHEAST, LLC$59,828 · incl $51,836 fees
WATCHTOWER BENEFITS, LLC$1,199 · incl $1,199 fees
Also brokered by The Baldwin Group Southeast, LLC5
Forward Air, LLC TN$228,238

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 650825023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.