Plan Ledger DOL Form 5500 · updated monthly

Montgomery Transport, LLCbenefits

Montgomery Transport, LLC Welfare Plan · BIRMINGHAM, AL · plan year 2023

Broker compensation reported · 2023
$171,760

Montgomery Transport, LLC's benefits plan covered 424 active participants in 2023, providing health · life · dental · vision · short-term disability · death benefits · other. Insurance brokers and agents were paid $171,760 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $405 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20237
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 321 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 771 covered
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY · stop-losspremiums n/a · 426 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 561 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 249 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 185 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 269 covered
Brokers & agents paid · 20234
PATRIOT GROWTH INSURANCE SERVICES$100,158 · incl $25,317 fees
PAYCOM PAYROLL LLC$13,919 · incl $13,919 fees
YEARY & MOORE, LLC$48,477
GI GEORGE PARENT LP$9,206 · incl $9,206 fees
Also brokered by Patriot Growth Insurance Services5
Icr, Inc. CO$263,875
Cprime, Inc. NC$198,048

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 451743971 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.