Plan Ledger DOL Form 5500 · updated monthly

Keller Schroeder & Associates, Inc.benefits

Keller Schroeder & Associates, Inc. Employee Benefit Plan · EVANSVILLE, IN · plan year 2024

Broker compensation reported · 2024
$19,547

Keller Schroeder & Associates, Inc.'s benefits plans covered 102 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $19,547 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $192 per covered person, above the median for employer plans that report broker pay. Broker pay rose 12% from $17,484 in 2023.

Insurance contracts · 20246
PARAMOUNT DENTAL · dentalpremiums n/a · 254 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 102 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 102 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · visionpremiums n/a · 220 covered
HCC LIFE INSURANCE COMPANYpremiums n/a · 94 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 38 covered
Brokers & agents paid · 20244
CLIPPINGER FINANCIAL GROUP, LLC$16,263
UNIFIED GROUP SERVICES, INC.$2,410 · incl $368 fees
NFP CORPORATE SERVICES IL INC.$381 · incl $381 fees
NFP INSURANCE SERVICES, INC.$493 · incl $493 fees
Also brokered by Clippinger Financial Group, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 351550894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.