Plan Ledger DOL Form 5500 · updated monthly

I&I Sales Group, LLCbenefits

Forward Solutions Health and Welfare Plan · HERSHEY, PA · plan year 2024

Previously filed as I & I Sales Group, LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$296,393

I&I Sales Group, LLC's benefits plans covered 527 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $296,393 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $562 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 15% from $257,955 in 2023.

Insurance contracts · 20243
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 155 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental vision life std ltdpremiums n/a · 920 covered
Brokers & agents paid · 20241
LOCKTON COMPANIES, LLC$296,393 · incl $187,042 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 821854323 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.