Plan Ledger DOL Form 5500 · updated monthly

Metcalfe Markets, Inc.benefits

Metcalfe Markets, Inc. Benefit Plan · MADISON, WI · plan year 2023

Broker compensation reported · 2023
$80,143

Metcalfe Markets, Inc.'s benefits plans covered 232 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $80,143 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $345 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20235
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 148 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 272 covered
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN · healthpremiums n/a · 144 covered
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 154 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 265 covered
Brokers & agents paid · 20233
WATCHTOWER TECHNOLOGIES INC$2,866 · incl $2,866 fees
M3 INSURANCE SOLUTIONS INC$77,144 · incl $9,025 fees
C2 CENTRIC, LLC$133 · incl $133 fees
Also brokered by Watchtower Technologies Inc5
Hopebridge, LLC IN$30,085

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 390957068 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.