Plan Ledger DOL Form 5500 · updated monthly

Joseph Smith and Sons Inc.benefits

Joseph Smith and Sons Inc. Employee Benefits Plan · CAPITOL HEIGHTS, MD · plan year 2024

Broker compensation reported · 2024
$22,583

Joseph Smith and Sons Inc.'s benefits plans covered 240 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $22,583 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $94 per covered person, below the median for employer plans that report broker pay. Broker pay fell 30% from $32,169 in 2023.

Insurance contracts · 20247
PRINCIPAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 140 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision lifepremiums n/a · 280 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 16 covered
Brokers & agents paid · 20246
WADE FRANKLIN KAUFFMAN$4,582
ACRISURE MID-ATLANTIC PARTNERS$1,823 · incl $1,823 fees
GEORGE A TROCKI$1,763
TROCKI BENEFIT GROUP INC$483
9 individual agents · names withheld$2,318

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 Acrisure5
Acrisure LLC MI$829,246

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 530186287 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.