Plan Ledger DOL Form 5500 · updated monthly

McGrath-Colosimo LTDbenefits

McGrath Lexus of Westmont Premium Only Plan · WESTMONT, IL · plan year 2024

Previously filed as McGrath-Colosimo, LTD. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$388,353

McGrath-Colosimo LTD's benefits plans covered 755 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $13,237. Insurance brokers and agents were paid $388,353 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2933.8% of premiums. That is $514 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 47% from $263,868 in 2023.

Insurance contracts · 202428
AFLAC · std ltdpremiums n/a · 19 covered
AFLAC · std ltdpremiums n/a · 5 covered
AFLAC · std ltdpremiums n/a · 31 covered
AFLAC · std ltdpremiums n/a · 32 covered
BLUECROSS BLUESHIELD OF ILLINOIS · health dentalpremiums n/a · 685 covered
METROPOLITAN LIFE INSURANCE COMPANY · std ltdpremiums n/a · 129 covered
PRE-PAID LEGAL SERVICES, INC DBA LEGALSHEILDpremiums n/a · 7 covered
AFLAC · std ltdpremiums n/a · 4 covered
PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELDpremiums n/a · 1 covered
DEARBORN LIFE INSURANCE COMPANY · dental vision lifepremiums n/a · 630 covered
EYEMED VISION CARE · visionpremiums n/a · 165 covered
METLIFE LEGAL PLANSpremiums n/a · 41 covered
AFLAC · std ltdpremiums n/a · 10 covered
AFLAC · health dentalpremiums n/a · 3 covered
AFLAC · healthpremiums n/a · 8 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 352 covered
UNITEDHEALTHCARE INSURANCE COMPANY · life ltdpremiums n/a · 141 covered
AFLAC · std ltdpremiums n/a · 5 covered
AFLAC · std ltdpremiums n/a · 2 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 216 covered
AFLAC · std ltdpremiums n/a · 1 covered
AFLAC · std ltdpremiums n/a · 16 covered
AFLAC · std ltdpremiums n/a · 5 covered
AFLAC · std ltdpremiums n/a · 4 covered
EYEMED VISION CARE · visionpremiums n/a
Brokers & agents paid · 202422
ASSURED PARTNERS OF ILLINOIS, LLC$119,956 · incl $4,030 fees
JENNON M CARUTH$70,139
JAMES M JUENGLING$49,780
ASSUREDPARTNERS OF ILLINOIS LLC$79,512 · incl $6,651 fees
ASSOCIATED PENSION SERVICES, INC.$13,765 · incl $13,765 fees
JAMES JUENGLING$4,561
ASSUREDPARTNERS OF IL OBA CORKILL$1,681
GIS BENEFITS INC$1,376 · incl $496 fees
CORKILL INSURANCE AGENCY INC$1,002
JEFFREY L GRACE$4,148 · incl $119 fees
JAMES M. JUENGLING AND ASSOCIATES$273
ERENIA CASTELLANOS$23,927 · incl $836 fees
THE HUNKEN AGENCY, INC.$182
H J SAMAAN INC$208
SMART SHIELD INC.$38
ERNESTO GONZALEZ$3,273 · incl $122 fees
OVERBECK INSURANCE SERVICES$4,441 · incl $218 fees
DAVE HALL INC$20
PD INSURANCE SERVICES LLC$160 · incl $4 fees
ZUREK & ASSOCIATES LLC$6,072 · incl $197 fees
PD INSURANCE SERVICES, LLC$416 · incl $19 fees
63 individual agents · names withheld$3,423

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 Assured Partners of Illinois, LLC5
Marquette Bank IL$22,052

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 363780892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.