Plan Ledger DOL Form 5500 · updated monthly

Lippe Taylor, LLCbenefits

Lippe Taylor Health and Welfare Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$147,101

Lippe Taylor, LLC's benefits plan covered 172 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $147,101 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $855 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20257
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 138 covered
AETNA LIFE INSURANCE COMPANY · health drugpremiums n/a · 192 covered
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · lifepremiums n/a · 51 covered
AFLAC · stdpremiums n/a · 11 covered
AFLAC · stdpremiums n/a · 4 covered
COMPANION LIFE INSURANCE COMPANY · lifepremiums n/a · 173 covered
MUTUAL OF OMAHA INSURANCE COMPANY · life std ltdpremiums n/a · 174 covered
Brokers & agents paid · 202511
WORLD INSURANCE ASSOCIATES, LLC$61,910 · incl $60 fees
CENTERSTONE INS & FIN SER$41,814 · incl $5,868 fees
ADVOCATE, INC.$33,008
EPSIX, INC.$2,792
RUBICON BENEFITS, LLC$2,567
CHARLEEN ANTOINETTE WRIGHT$1,618
ADVOCATE NAVA BENEFITS$2,681
STEVEN R. KARAS AND OTHER AGENTS$143 · incl $9 fees
CHARLEEN A. WRIGHT AND OTHER AGENTS$58
DEGATI & ASSOCIATES, INC.$46
6 individual agents · names withheld$464

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 World Insurance Associates, LLC5
Monday.com NY$451,021
Kaleris GA$226,822

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 852257415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.