Plan Ledger DOL Form 5500 · updated monthly

Keystone Partnersbenefits

Keystone Partners Wrap Plan · BOSTON, MA · plan year 2024

Broker compensation reported · 2024
$60,903

Keystone Partners's benefits plan covered 120 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $1,248,360. Insurance brokers and agents were paid $60,903 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.9% of premiums. That is $508 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20242
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health dental vision$1.2M · 205 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 120 covered
Brokers & agents paid · 20243
CRONIN & GERVINO INSURANCE, INC.$39,238
CRONIN & GERVINO & WARLICK, INC.$13,658 · incl $2,224 fees
COMBINED SERVICES LLC$8,007 · incl $8,007 fees

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 262935760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.