Plan Ledger DOL Form 5500 · updated monthly

J.T. Russell and Sons, Inc.benefits

J. T. Russell & Sons, Inc. Welfare Benefit Plan · ALBERMARLE, NC · plan year 2024

Broker compensation reported · 2024
$81,130

J.T. Russell and Sons, Inc.'s benefits plans covered 140 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $81,130 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $580 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 3.5% from $78,397 in 2023.

Insurance contracts · 20245
USABLE LIFE · lifepremiums n/a · 141 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental life std ltd ppopremiums n/a · 189 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug ppopremiums n/a · 155 covered
COMMUNITY EYE CARE · visionpremiums n/a · 140 covered
Brokers & agents paid · 20249
MOSAIC GROUP SERVICES LLC$10,734 · incl $10,734 fees
THE BENEFIT COMPANY, INC.$8,010 · incl $7,439 fees
BURCHFIELD INS GRP INC$1,873 · incl $126 fees
UNHUI KIM BROWN$1,379
FRANCES LYNN MCCARTER$1,283 · incl $373 fees
MCGRIFF INSURANCE SERVICES INC$51,970 · incl $2,806 fees
TONI E STEED LLC$551 · incl $10 fees
6 individual agents · names withheld$2,704

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 Mosaic Group Services LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 560858771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.