Plan Ledger DOL Form 5500 · updated monthly

Marino Management, LLC dba Dfobenefits

Dalio Family Office Welfare Benefits Plan · WESTPORT, CT · plan year 2024

Broker compensation reported · 2024
$4,024

Marino Management, LLC dba Dfo's benefits plans covered 192 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $4,024 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $21 per covered person, in the bottom quarter of employer plans that report broker pay. Brokers were paid 4.4x the $909 reported for 2023.

Insurance contracts · 20245
AETNA LIFE INSURANCE COMPANY · health drug dental visionpremiums n/a · 449 covered
AETNA BEHAVIORAL HEALTH, LLCpremiums n/a · 103 covered
METLIFE LEGAL PLANSpremiums n/a · 61 covered
HEALTH SPECIAL RISK, INC. (STARNET)premiums n/a · 192 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 192 covered
Brokers & agents paid · 20241
GALLAGHER BENEFIT SERVICES, INC.$4,024 · incl $2,794 fees
Also brokered by Gallagher5
Chem Carriers, LLC LA$5,531,992

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 814706269 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.