Plan Ledger DOL Form 5500 · updated monthly

Lincoln Harris, LLCbenefits

Lincoln Harris LLC Health and Welfare Benefits Plan · DALLAS, TX · plan year 2023

Broker compensation reported · 2023
$28,618

Lincoln Harris, LLC's benefits plan covered 332 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $28,618 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $86 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20236
HARTFORD LIFE AND ACCIDENTpremiums n/a · 332 covered
HARTFORD LIFE AND ACCIDENT · lifepremiums n/a · 332 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 127 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 319 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 410 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 331 covered
Brokers & agents paid · 20235
DIGITAL INSURANCE, INC.$3,248 · incl $665 fees
LOCKTON SPECIALITIES$2,706 · incl $2,706 fees
LOCKTON COMPANIES, LLC$20,960 · incl $9,435 fees
REUBEN WARNER ASSOCIATES, INC.$41 · incl $41 fees
Also brokered by Digital Insurance, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 752800507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.