Plan Ledger DOL Form 5500 · updated monthly

Milwaukee Symphony Orchestra Incbenefits

Milwaukee Symphony Orchestra Group LTD Insurance · MILWAUKEE, WI · plan year 2023

Broker compensation reported · 2023
$22,871

Milwaukee Symphony Orchestra Inc's benefits plans covered 111 active participants in 2023, providing long-term disability. Insurance premiums totaled $122,759. Insurance brokers and agents were paid $22,871 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 18.6% of premiums. That is $206 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20231
NORTHWESTERN MUTUAL · ltd$123K · 111 covered
Brokers & agents paid · 20234
JEROD THOMAS SPAETH$9,415 · incl $1,895 fees
MICHAEL PETER FORMELLA$9,414 · incl $1,894 fees
DI MEGLIO FNCL GRP LLC$3,939 · incl $480 fees
Individual agent · names withheld$103

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 Jerod Thomas Spaeth5
Norlen Inc. WI$6,697

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 396023436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.