Plan Ledger DOL Form 5500 · updated monthly

Joe Jurgielewicz & Son, LTD.benefits

Joe Jurgielewicz & Son, LTD. Group Insurance Plan · HAMBURG, PA · plan year 2024

Previously filed as Joe Jurgielewicz & Son, LTD. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$26,056

Joe Jurgielewicz & Son, LTD.'s benefits plans covered 250 active participants in 2024, providing dental · vision · life · death benefits · short-term disability · long-term disability. Insurance brokers and agents were paid $26,056 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $104 per covered person, below the median for employer plans that report broker pay. Brokers were paid 6.1x the $4,243 reported for 2023.

Insurance contracts · 20246
HIGHMARK INC. · visionpremiums n/a · 129 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 248 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 248 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 248 covered
UNITED CONCORDIA INSURANCE COMPANY · dentalpremiums n/a · 255 covered
OPTUM HEALTH (UNIMERICA INSURANCE COMPANY) · stop-losspremiums n/a · 153 covered
Brokers & agents paid · 20244
EMERSON ROGERS, LLC$4,244 · incl $865 fees
STRATEGIC NON-MEDICAL SLTNS LLC$4,813 · incl $4,813 fees
PETER W ANDERSON 0002622538$910
Also brokered by Brown & Brown5
Srm Concrete, LLC TN$1,315,284

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 222620649 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.