Plan Ledger DOL Form 5500 · updated monthly

Lcs-Westminster Partnership IV LLPbenefits

Lcs-Westminster Partnership IV LLP dba Sagewood · PHOENIX, AZ · plan year 2024

Broker compensation reported · 2024
$65,962

Lcs-Westminster Partnership IV LLP's benefits plans covered 300 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $65,962 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $220 per covered person, above the median for employer plans that report broker pay. Brokers were paid 41.0x the $1,607 reported for 2023.

Insurance contracts · 20243
AETNA LIFE INSURANCE CO. · dentalpremiums n/a · 392 covered
BANNER HEALTH AND AETNA HEALTH · healthpremiums n/a · 361 covered
UNITEDHEALTHCARE INSURANCE COMPANY · vision life std ltdpremiums n/a · 400 covered
Brokers & agents paid · 20243
PATRIOT GROWTH INSURANCE SERVICES$59,050 · incl $59,050 fees
THOMAS ALLEN GIBSON$5,086 · incl $4,925 fees
MARREEL SLATER INSURANCE, LLC$1,826
Also brokered by Patriot Growth Insurance Services5
Icr, Inc. CO$339,648

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 203808954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.