Plan Ledger DOL Form 5500 · updated monthly

Jim S. Adler & Associatesbenefits

Jim S. Adler & Associates Comprehensive Welfare Benefit Plan · HOUSTON, TX · plan year 2024

Broker compensation reported · 2024
$82,371

Jim S. Adler & Associates's benefits plans covered 253 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $82,371 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $326 per covered person, above the median for employer plans that report broker pay. Broker pay fell 52% from $173,257 in 2023.

Insurance contracts · 20247
FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY · stop-losspremiums n/a · 267 covered
CONTINENTAL AMERICAN INSURANCE COMPANY · lifepremiums n/a · 129 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 303 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 303 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 303 covered
AFLAC · lifepremiums n/a
SL MANAGEMENT PARTNERS LLC NAT · stop-losspremiums n/a · 267 covered
Brokers & agents paid · 20246
ADVANTAGE BENEFIT SOLUTIONS$54,765 · incl $9,627 fees
EMERSON ROGERS, LLC$17,881 · incl $17,881 fees
GI GEORGE PARENT LP$5,502 · incl $5,502 fees
PATRIOT GROWTH INSURANCE SERVICE$1,698
CHRISTOPHER T KELLY$1,073
6 individual agents · names withheld$1,452

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.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 760377072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.