Plan Ledger DOL Form 5500 · updated monthly

Montessori Preparatory School of Temple Terrace, Inc.benefits

Montessori Preparatory School of Temple Terrace, Inc. Benefit Plan · TEMPLE TERRACE, FL · plan year 2025

Broker compensation reported · 2025
$7,877

Montessori Preparatory School of Temple Terrace, Inc.'s benefits plans covered 61 active participants in 2025, providing health · life · dental · vision · short-term disability · death benefits · other. Insurance premiums totaled $94,683. Insurance brokers and agents were paid $7,877 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 8.3% of premiums. That is $129 per covered person, below the median for employer plans that report broker pay. Broker pay fell 17% from $9,509 in 2024.

Insurance contracts · 20254
HEALTH OPTIONS · health drug hmo$87K · 7 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dental vision lifepremiums n/a · 61 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 6 covered
Brokers & agents paid · 20256
BROWN & BROWN INS SERVICES, INC.$6,586 · incl $202 fees
MORFAR STRATEGIES, INC.$135 · incl $60 fees
PEACOCK FINANCIALS, INC.$91 · incl $58 fees
FRANCISCO JAVIER RUIZ & OTHERS$73 · incl $17 fees
3 individual agents · names withheld$221

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 Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 593488850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.