Plan Ledger DOL Form 5500 · updated monthly

Insero & Co Cpas, LLPbenefits

Health and Welfare Plan for the Employees of Insero & Co Cpas, LLP · ROCHESTER, NY · plan year 2024

Broker compensation reported · 2024
$67,133

Insero & Co Cpas, LLP's benefits plans covered 122 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $62,950. Insurance brokers and agents were paid $67,133 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 106.6% of premiums. That is $550 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 4.7% from $70,439 in 2023.

Insurance contracts · 20245
EXCELLUS BLUECROSS BLUESHIELD · dental$63K · 83 covered
EMPLOYEE ASSISTANCE GROUPpremiums n/a · 136 covered
MUTUAL OF OMAHA INSURANCE COMPANY · life std ltdpremiums n/a · 122 covered
VISION SERVICE PLAN · visionpremiums n/a · 71 covered
EXCELLUS BLUECROSS BLUESHIELD · health drugpremiums n/a · 82 covered
Brokers & agents paid · 20243
CONSILIARIUM GROUP LLC$60,860
CONSILIARIUM GROUP, LLC$5,457
CONSILIARIUM GROUP$816
Also brokered by Consiliarium Group LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 161016457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.