Plan Ledger DOL Form 5500 · updated monthly

Insco Southwest, Inc. & Subsidiary - Audbenefits

Insco Distributing, Inc. Welfare Benefits Plan · SAN ANTONIO, TX · plan year 2023

Broker compensation reported · 2023
$123,619

Insco Southwest, Inc. & Subsidiary - Aud's benefits plan covered 238 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $68,384. Insurance brokers and agents were paid $123,619 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 180.8% of premiums. That is $519 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20236
TRANSAMERICA LIFE INSURANCE COMPANY · life$55K · 80 covered
AFLAC · health dental std$14K · 26 covered
BLUE CROSS BLUE SHIELD OF TEXAS · health dentalpremiums n/a · 360 covered
EYEMED VISION CARE · visionpremiums n/a · 334 covered
DEARBORN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 238 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 2 covered
Brokers & agents paid · 20237
MARSH USA$84,965
CANALICHIO INSURANCE GROUP LLC$9,058
ROBERT P EVANS JR INC$11
JOSE DE LOS SANTOS III$2
87 individual agents · names withheld$2,941

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$2,648,319

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 741325946 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.