Plan Ledger DOL Form 5500 · updated monthly

Lee Aerospace, Inc.benefits

Lee Aerospace Cafeteria Plan · WICHITA, KS · plan year 2024

Broker compensation reported · 2024
$238,363

Lee Aerospace, Inc.'s benefits plans covered 144 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $238,363 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,655 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 3.5x the $68,891 reported for 2023.

Insurance contracts · 20248
SURENCY LIFE AND HEALTH INSURANCEpremiums n/a · 66 covered
DELTA DENTAL OF KANSAS, INC. · dentalpremiums n/a · 154 covered
VISION SERVICE PLAN · visionpremiums n/a · 143 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 164 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 164 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 164 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANYpremiums n/a · 164 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 144 covered
Brokers & agents paid · 20244
UMR, INC.$162,237 · incl $6,471 fees
IMA, INC.$71,872 · incl $1,046 fees
SURENCY LIFE & HEALTH INSURANCE$4,134 · incl $4,134 fees
Individual agent · names withheld$120

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Umr, Inc.5
Direct Travel CO$77,882

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 481072049 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.