Plan Ledger DOL Form 5500 · updated monthly

Lori's Gifts, Inc.benefits

Lori's Gifts Employee Benefits Plan · PLANO, TX · plan year 2024

Broker compensation reported · 2024
$90,172

Lori's Gifts, Inc.'s benefits plans covered 87 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $90,172 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,036 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 13% from $103,155 in 2023.

Insurance contracts · 20245
BLUECROSS BLUESHIELD OF TEXAS · health drugpremiums n/a · 204 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 204 covered
SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION · dentalpremiums n/a · 28 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 87 covered
Brokers & agents paid · 20245
KORE INSURANCE HOLDINGS, LLC$28,080
BOON CHAPMAN BENEFIT ADMINISTRATORS$7,557 · incl $7,557 fees
GIS BENEFITS, INC.$5,812 · incl $2,236 fees
LOCKTON COMPANIES, LLC$48,386 · incl $1,941 fees
Individual agent · names withheld$337

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 Kore Insurance Holdings, LLC5
Path-Tec, LLC GA$30,420

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 752217016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.