Plan Ledger DOL Form 5500 · updated monthly

Montlick & Associates, P.C.benefits

Montlick & Associates, P.C. Wrap Welfare Benefit Plan · ATLANTA, GA · plan year 2024

Broker compensation reported · 2024
$91,815

Montlick & Associates, P.C.'s benefits plans covered 161 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $91,815 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $570 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 43% from $64,160 in 2023.

Insurance contracts · 20244
HUMANA INSURANCE COMPANY · visionpremiums n/a · 64 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 173 covered
HUMANA EMPLOYERS HEALTH PLAN OF GEORGIA, INC. · dentalpremiums n/a · 77 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 161 covered
Brokers & agents paid · 20241
PAYCHEX INSURANCE AGENCY, INC.$91,815 · incl $74,839 fees
Also brokered by Paychex Insurance Agency, Inc.5
Darktrace, Inc CA$291,421

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 581570193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.