Plan Ledger DOL Form 5500 · updated monthly

Klingbeil Captial Management, LTD.benefits

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

Broker compensation reported · 2024
$18,307

Klingbeil Captial Management, LTD.'s benefits plans covered 313 active participants in 2024, providing dental. Insurance brokers and agents were paid $18,307 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $58 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 24% from $23,935 in 2023.

Insurance contracts · 20241
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 313 covered
Brokers & agents paid · 20242
JAMES B OSWALD CO$10,228 · incl $815 fees
CENTRO BENEFITS RESEARCH LLC$8,079 · incl $1,355 fees
Also brokered by James B Oswald Co5

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