Plan Ledger DOL Form 5500 · updated monthly

Morgan & Morgan, P.A.benefits

Morgan & Morgan, P.A. Employee Benefits Plan · ORLANDO, FL · plan year 2024

Previously filed as Morgan and Morgan, P.A. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$1,104,651

Morgan & Morgan, P.A.'s benefits plans covered 1,830 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $3,760,144. Insurance brokers and agents were paid $1,104,651 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 29.4% of premiums. That is $604 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 129% from $482,784 in 2023.

Insurance contracts · 20242
STANDARD INSURANCE COMPANY · dental life std ltd$3.8M · 3,391 covered
HUMANA INSURANCE COMPANY · visionpremiums n/a · 2,886 covered
Brokers & agents paid · 20246
NFP CORPORATE SERVICES, LLC$563,276 · incl $72,934 fees
PINETREE CAPITAL, LLC$189,351
THE ULTIMATE SOFTWARE GROUP$128,575 · incl $128,575 fees
PINETREE CAPITOL, LLC$10,085
NFP CORPORATE SERVICES, INC.$171,481 · incl $41,169 fees
Also brokered by Nfp5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 592920684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.