Plan Ledger DOL Form 5500 · updated monthly

Lion Group, Inc.benefits

Lion Group, Inc. Life and Ad&D Plan · DAYTON, OH · plan year 2024

Broker compensation reported · 2024
$79,211

Lion Group, Inc.'s benefits plans covered 821 active participants in 2024, providing health · life · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $79,211 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $96 per covered person, below the median for employer plans that report broker pay. Broker pay rose 17% from $67,505 in 2023.

Insurance contracts · 20245
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 821 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 360 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 1,574 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 653 covered
Brokers & agents paid · 20246
4MYBENEFITS, INC.$10,536 · incl $8,099 fees
PLANSOURCE BENEFITS$1,151
USI INSURANCE SERVICES LLC$83 · incl $83 fees
UNKNOWN$241 · incl $241 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 471845529 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.