Plan Ledger DOL Form 5500 · updated monthly

J.W. Pepper and Son, Inc.benefits

J.W. Pepper and Son, Inc. Health and Welfare Plan · EXTON, PA · plan year 2024

Broker compensation reported · 2024
$23,266

J.W. Pepper and Son, Inc.'s benefits plans covered 176 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $1,512,269. Insurance brokers and agents were paid $23,266 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 1.5% of premiums. That is $132 per covered person, below the median for employer plans that report broker pay. Broker pay rose 28% from $18,117 in 2023.

Insurance contracts · 20246
INDEPENDENCE BLUE CROSS · health drug ppo$1.5M · 206 covered
DELTA DENTAL OF PENNSYLVANIA · dentalpremiums n/a · 195 covered
VISION SERVICE PLAN · visionpremiums n/a · 109 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 177 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 85 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 176 covered
Brokers & agents paid · 20246
SIMKISS & BLOCK$16,051
DBL GENERAL AGCY AN ALERA GRP LLC$3,157 · incl $3,157 fees
DBL GENERAL AGCY AN ALERA GRO LLC$2,981 · incl $2,981 fees
THE SIMKISS AGENCY, INC$783
EMERSON ROGERS LLC$239 · incl $239 fees
Also brokered by Simkiss & Block5
Insidere, LLC UT$37,228
Chg Group Inc VA$30,442

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 230963171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.