Plan Ledger DOL Form 5500 · updated monthly

Jim Burke Automotive Inc.benefits

Jim Burke Automotive Inc. Employee Benefits Plan · BIRMINGHAM, AL · plan year 2023

Broker compensation reported · 2023
$64,496

Jim Burke Automotive Inc.'s benefits plan covered 199 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $64,496 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $324 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20232
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 198 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 120 covered
Brokers & agents paid · 20234
VALENT GROUP, LLC$25,609 · incl $4,953 fees
UTIC INSURANCE COMPANY$21,463
VALENT GROUP LLC$14,217 · incl $4,366 fees
UNITED BENEFIT ADVISORS LLC$3,207
Also brokered by Valent Group, LLC5
Peopletec, Inc. AL$134,370

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 630254561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.