Plan Ledger DOL Form 5500 · updated monthly

Lakewood Growth Partners, LLCbenefits

Lakewood Growth Partners, LLC Employee Benefits Plan · FRANKLIN, TN · plan year 2023

Broker compensation reported · 2023
$43,327

Lakewood Growth Partners, LLC's benefits plan covered 101 active participants in 2023, providing health · dental. Insurance brokers and agents were paid $43,327 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $429 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20232
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 93 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dentalpremiums n/a · 101 covered
Brokers & agents paid · 20232
JAMES A SCOTT & SON INC$42,237 · incl $39,885 fees
BUKATY COMPANIES INC$1,090
Also brokered by James a Scott & Son Inc5
Propel Peo, Inc SC$1,029,405
Propel Peo, Inc SC$1,029,405

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 822881285 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.