Plan Ledger DOL Form 5500 · updated monthly

Katee Sales, Incbenefits

Katee Sales, Inc · LAKE DELTON, WI · plan year 2023

Broker compensation reported · 2023
$18,780

Katee Sales, Inc's benefits plan covered 202 active participants in 2023, providing life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $109,562. Insurance brokers and agents were paid $18,780 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 17.1% of premiums. That is $93 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20231
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltd ppo$110K · 232 covered
Brokers & agents paid · 20231
INSURANCE & INVESTMENT PROFESSIONAL$18,780 · incl $5,244 fees
Also brokered by Insurance & Investment Professional1

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 391788825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.