Plan Ledger DOL Form 5500 · updated monthly

Klingbeil Capital Management, LTD.benefits

Klingbeil Capital Management Benefit Plan · WORTHINGTON, OH · plan year 2024

Broker compensation reported · 2024
$84,081

Klingbeil Capital Management, LTD.'s benefits plans covered 191 active participants in 2024, providing life · short-term disability · long-term disability · other. Insurance brokers and agents were paid $84,081 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $440 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 37% from $61,498 in 2023.

Insurance contracts · 20248
VISION SERVICE PLAN · visionpremiums n/a · 123 covered
KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC · healthpremiums n/a · 150 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 52 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 191 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 143 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 138 covered
Brokers & agents paid · 20244
THE JAMES B OSWALD COMPANY$25,316 · incl $152 fees
THE JAMES B. OSWALD CO.$47,222 · incl $9,316 fees
CENTRO BENEFITS RESEARCH LLC$10,613 · incl $10,613 fees
THE JAMES B OSWALD CO.$930
Also brokered by The James B Oswald Company5
Arhaus, LLC OH$382,705

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 943397989 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.