Plan Ledger DOL Form 5500 · updated monthly

Merlin Law Group, PLLCbenefits

Merlin Law Group, PLLC Welfare Benefits Plan · TAMPA, FL · plan year 2024

Broker compensation reported · 2024
$109,485

Merlin Law Group, PLLC's benefits plans covered 110 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $119,638. Insurance brokers and agents were paid $109,485 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 91.5% of premiums. That is $995 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 46% from $74,967 in 2023.

Insurance contracts · 20244
NORTHWEST MUTUAL · std ltd$120K · 95 covered
USABLE LIFE · lifepremiums n/a · 110 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental vision ppopremiums n/a · 196 covered
Brokers & agents paid · 202411
DONNA GRIBBEN CARRILLO$5,000 · incl $1,006 fees
MARSH AND MCLENNAN AGENCY$99,334 · incl $84,690 fees
THERESA STONER ANNUNZIATA$1,666 · incl $335 fees
OCONNELL FINANCIAL GROUP, INC.$1,139 · incl $207 fees
ANDERSON BENEFIT SOLUTIONS$514 · incl $82 fees
BLUE CROSS BLUE SHIELD OF FLORIDA$269
CHOICE BENEFITS SOLUTIONS, LLC$260 · incl $127 fees
HEIL BUSINESS SOLUTIONS CORPORATION$152
LUCAS GARTENMAYER AND OTHER AGENTS$138 · incl $35 fees
2 individual agents · names withheld$709

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.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 470948426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.